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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Investments's ATI Position: Q3 2023 in Review

Disciplined Investments sold out of ATI (ATI) in Q3 2023, closing a stake of 23 shares — an estimated $1.02K sold.

Disciplined Investments first reported a position in ATI in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q2 2023. 337 funds tracked by Wall St. Rank hold ATI as of Q3 2023.

  • Disciplined Investments reported no remaining ATI position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 23 ATI shares in Q3 2023, an estimated $1.02K.
  • Disciplined Investments first reported a position in ATI in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's ATI position peaked at $1.02K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held ATI as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.