DiNuzzo Private Wealth’s ATI ATI Stock Holding History

DiNuzzo Private Wealth’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 Q2	$5.32K	Hold	27	–	–	﹤0.01%	392
2026 Q1	$3.93K	Buy	27 +3	+13%	+$418	﹤0.01%	439
2025 Q4	$2.75K	Hold	24	–	–	﹤0.01%	533
2025 Q3	$1.86K	Hold	24	–	–	﹤0.01%	656
2025 Q2	$2.07K	Sell	24 -1	-4%	-$68	﹤0.01%	606
2025 Q1	$1.3K	Buy	25 +2	+9%	+$114	﹤0.01%	740
2024 Q4	$1.27K	Hold	23	–	–	﹤0.01%	760
2024 Q3	$1.54K	Hold	23	–	–	﹤0.01%	709
2024 Q2	$1.28K	Buy	23 +3	+15%	+$168	﹤0.01%	695
2024 Q1	$1.02K	Sell	20 -1	-5%	-$45	﹤0.01%	722
2023 Q4	$955	Buy	+21	New	+$872	﹤0.01%	722

Other funds holding ATI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return