EI
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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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Ellevest Inc's ATI Position: Q2 2025 in Review

Ellevest Inc sold out of ATI (ATI) in Q2 2025, closing a stake of 4,199 shares — an estimated $218K sold.

Ellevest Inc first reported a position in ATI in Q4 2018 and held it in 15 quarters. The position peaked at $418K in Q3 2024. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

  • Ellevest Inc reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 4,199 ATI shares in Q2 2025, an estimated $218K.
  • Ellevest Inc first reported a position in ATI in Q4 2018 and held it in 15 quarters.
  • Ellevest Inc's ATI position peaked at $418K in Q3 2024.
  • 471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.