Covestor’s ATI ATI Stock Holding History

Covestor’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 Q1	$11K	Sell	78 -1,893	-96%	-$264K	0.01%	1335
2025 Q4	$226K	Buy	1,971 +1,829	+1,288%	+$178K	0.12%	177
2025 Q3	$12K	Sell	142 -107	-43%	-$8.67K	0.01%	1484
2025 Q2	$22K	Sell	249 -1	-0.4%	-$68	0.01%	1214
2025 Q1	$13K	Buy	250 +8	+3%	+$454	0.01%	1334
2024 Q4	$13K	Sell	242 -2	-0.8%	-$118	0.01%	1367
2024 Q3	$16K	Sell	244 -7	-3%	-$435	0.01%	1286
2024 Q2	$14K	Hold	251	–	–	0.01%	1323
2024 Q1	$13K	Sell	251 -804	-76%	-$36.4K	0.01%	1367
2023 Q4	$48K	Buy	1,055 +11	+1%	+$457	0.03%	870
2023 Q3	$43K	Buy	1,044 +441	+73%	+$19.6K	0.03%	823
2023 Q2	$27K	Buy	603 +360	+148%	+$13.8K	0.02%	1008
2023 Q1	$10K	Buy	243 +234	+2,600%	+$8.84K	0.01%	1297
2022 Q4	$0	Sell	9 -2	-18%	-$59	﹤0.01%	2048
2022 Q3	$0	Sell	11 -2	-15%	-$56	﹤0.01%	1969
2022 Q2	$0	Sell	13 -9	-41%	-$237	﹤0.01%	1892
2022 Q1	$1K	Sell	22 -5	-19%	-$116	﹤0.01%	1729
2021 Q4	$0	Buy	+27	New	+$433	﹤0.01%	2106

Other funds holding ATI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return