Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-35,072
Closed -$1.83M 164
2025
Q1
$1.83M Sell
35,072
-10,458
-23% -$594K 0.3% 145
2024
Q4
$2.51M Buy
45,530
+16,902
+59% +$997K 0.34% 130
2024
Q3
$1.92M Buy
28,628
+2,064
+8% +$128K 0.32% 139
2024
Q2
$1.47M Sell
26,564
-13,515
-34% -$757K 0.26% 154
2024
Q1
$2.05M Buy
40,079
+2,261
+6% +$102K 0.35% 117
2023
Q4
$1.72M Buy
+37,818
New +$1.57M 0.33% 124

Other funds holding ATI

EFG Asset Management's ATI Position: Q2 2025 in Review

EFG Asset Management sold out of ATI (ATI) in Q2 2025, closing a stake of 35,072 shares — an estimated $1.83M sold.

EFG Asset Management first reported a position in ATI in Q4 2023 and held it in 6 quarters. The position peaked at $2.51M in Q4 2024. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

  • EFG Asset Management reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
  • EFG Asset Management sold 35,072 ATI shares in Q2 2025, an estimated $1.83M.
  • EFG Asset Management first reported a position in ATI in Q4 2023 and held it in 6 quarters.
  • EFG Asset Management's ATI position peaked at $2.51M in Q4 2024.
  • 471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.