Cornerstone Planning Group
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Cornerstone Planning Group’s ATI ATI Stock Holding History

Cornerstone Planning Group’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22
Closed -$4.3K – 284
2026
Q2 		$4.3K Hold
22
– – ﹤0.01% 1125
2026
Q1 		$3.42K Buy
+22
New +$3.06K ﹤0.01% 1182
2025
Q4 		– Sell
-1
Closed -$101 – 1715
2025
Q3 		$101 Buy
+1
New +$81 ﹤0.01% 1647
2025
Q1 		– Sell
-6
Closed -$338 – 1567
2024
Q4 		$338 Buy
+6
New +$354 ﹤0.01% 1258

Other funds holding ATI

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Cornerstone Planning Group's ATI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of ATI (ATI) in Q3 2026, closing a stake of 22 shares — an estimated $4.3K sold.

Cornerstone Planning Group first reported a position in ATI in Q4 2024 and held it in 4 quarters. The position peaked at $4.3K in Q2 2026. 145 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining ATI position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 22 ATI shares in Q3 2026, an estimated $4.3K.
  • Cornerstone Planning Group first reported a position in ATI in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's ATI position peaked at $4.3K in Q2 2026.
  • 145 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.