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Cornerstone Planning Group’s Atkore ATKR Stock Holding History

Cornerstone Planning Group’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$1.6K – 1110
2023
Q4 		$1.6K Hold
10
– – ﹤0.01% 663
2023
Q3 		$1.49K Hold
10
– – ﹤0.01% 715
2023
Q2 		$1.56K Buy
+10
New +$1.31K ﹤0.01% 1247
2022
Q4 		$1.17K Buy
+10
New +$1.05K ﹤0.01% 1320

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cornerstone Planning Group's ATKR Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Atkore (ATKR) in Q1 2024, closing a stake of 10 shares — an estimated $1.6K sold.

Cornerstone Planning Group first reported a position in ATKR in Q4 2022 and held it in 4 quarters. The position peaked at $1.6K in Q4 2023. 457 funds tracked by Wall St. Rank hold ATKR as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Atkore position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 Atkore shares in Q1 2024, an estimated $1.6K.
  • Cornerstone Planning Group first reported a position in Atkore in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Atkore position peaked at $1.6K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Atkore as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.