Ellevest Inc’s ATI ATI Stock Holding History

Ellevest Inc’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
2025 Q2	–	Sell	-4,199	Closed	-$218K	–	395
2025 Q1	$218K	Sell	4,199 -2,039	-33%	-$116K	0.01%	356
2024 Q4	$343K	Sell	6,238 -10	-0.2%	-$590	0.02%	281
2024 Q3	$418K	Buy	6,248 +78	+1%	+$4.84K	0.02%	259
2024 Q2	$342K	Buy	6,170 +278	+5%	+$15.6K	0.02%	296
2024 Q1	$301K	Buy	5,892 +310	+6%	+$14K	0.02%	309
2023 Q4	$254K	Buy	+5,582	New	+$232K	0.02%	328
2023 Q2	–	Sell	-52	Closed	-$2.05K	–	460
2023 Q1	$2.05K	Hold	52	–	–	﹤0.01%	1438
2022 Q4	$1.55K	Hold	52	–	–	﹤0.01%	1429
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	1421
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	1207
2022 Q1	$1K	Sell	52 -591	-92%	-$13.7K	﹤0.01%	1255
2021 Q4	$10K	Buy	+643	New	+$10.3K	﹤0.01%	850
2021 Q3	–	Sell	-25	Closed	-$1K	–	1397
2021 Q2	$1K	Buy	+25	New	+$573	﹤0.01%	1117
2019 Q2	–	Sell	-295	Closed	-$8K	–	390
2019 Q1	$8K	Hold	295	–	–	﹤0.01%	202
2018 Q4	$6K	Buy	+295	New	+$7.65K	﹤0.01%	406

Other funds holding ATI

Capital International Investors

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments

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

Capital Research Global Investors

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

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return