Creative Financial Designs’s ATI ATI Stock Holding History

Creative Financial Designs’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	$1.31K	Buy	+9	New	+$1.25K	﹤0.01%	1840
2025 Q2	–	Sell	-12	Closed	-$624	–	2024
2025 Q1	$624	Sell	12 -93	-89%	-$5.28K	﹤0.01%	1875
2024 Q4	$5.78K	Hold	105	–	–	﹤0.01%	1390
2024 Q3	$7.03K	Hold	105	–	–	﹤0.01%	1294
2024 Q2	$5.82K	Hold	105	–	–	﹤0.01%	1290
2024 Q1	$5.37K	Hold	105	–	–	﹤0.01%	1291
2023 Q4	$4.77K	Hold	105	–	–	﹤0.01%	1270
2023 Q3	$4.32K	Hold	105	–	–	﹤0.01%	1210
2023 Q2	$4.64K	Buy	+105	New	+$4.02K	﹤0.01%	1196
2022 Q4	–	Sell	-165	Closed	-$4K	–	1304
2022 Q3	$4K	Buy	+165	New	+$4.59K	﹤0.01%	1062
2021 Q4	–	Sell	-842	Closed	-$14K	–	1212
2021 Q3	$14K	Hold	842	–	–	﹤0.01%	938
2021 Q2	$18K	Hold	842	–	–	﹤0.01%	884
2021 Q1	$18K	Hold	842	–	–	﹤0.01%	802
2020 Q4	$14K	Hold	842	–	–	﹤0.01%	785
2020 Q3	$7K	Hold	842	–	–	﹤0.01%	863
2020 Q2	$9K	Buy	+842	New	+$7.3K	﹤0.01%	762

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Creative Financial Designs's ATI Position: Q1 2026 in Review

Creative Financial Designs opened a new position in ATI (ATI) in Q1 2026: 9 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in ATI as recently as Q1 2025.

Creative Financial Designs first reported a position in ATI in Q2 2020 and has held it in 16 quarters since. The position peaked at $18K in Q2 2021. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Creative Financial Designs held 9 shares of ATI worth $1.31K as of Q1 2026.
ATI was a new Creative Financial Designs position in Q1 2026.
ATI made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1840 holding.
Creative Financial Designs first reported a position in ATI in Q2 2020 and has held it in 16 quarters since.
Creative Financial Designs's ATI position peaked at $18K in Q2 2021.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.