DI
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Disciplined Investments’s ATI ATI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-23
Closed -$1.02K – 213
2023
Q2 		$1.02K Hold
23
– – ﹤0.01% 960
2023
Q1 		$908 Buy
23
+1
+5% +$38 ﹤0.01% 1004
2022
Q4 		$657 Sell
22
-5
-19% -$146 ﹤0.01% 1075
2022
Q3 		$1K Buy
27
+3
+13% +$84 ﹤0.01% 784
2022
Q2 		$1K Buy
24
+2
+9% +$53 ﹤0.01% 803
2022
Q1 		$1K Buy
+22
New +$510 ﹤0.01% 863

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return