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Ellevest Inc’s Atkore ATKR Stock Holding History

Ellevest Inc’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-37
Closed -$5.2K – 461
2023
Q1 		$5.2K Hold
37
– – ﹤0.01% 1193
2022
Q4 		$4.2K Buy
37
+12
+48% +$1.26K ﹤0.01% 1230
2022
Q3 		$2K Sell
25
-94
-79% -$8.13K ﹤0.01% 1317
2022
Q2 		$10K Sell
119
-257
-68% -$25.5K ﹤0.01% 876
2022
Q1 		$37K Buy
376
+133
+55% +$13.8K ﹤0.01% 602
2021
Q4 		$27K Buy
243
+114
+88% +$11.6K ﹤0.01% 651
2021
Q3 		$11K Buy
129
+8
+7% +$666 ﹤0.01% 799
2021
Q2 		$9K Buy
121
+96
+384% +$7.31K ﹤0.01% 773
2021
Q1 		$2K Hold
25
– – ﹤0.01% 1033
2020
Q4 		$1K Buy
25
+20
+400% +$631 ﹤0.01% 1028
2020
Q3 		$0 Buy
+5
New +$135 ﹤0.01% 1133

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's ATKR Position: Q2 2023 in Review

Ellevest Inc sold out of Atkore (ATKR) in Q2 2023, closing a stake of 37 shares — an estimated $5.2K sold.

Ellevest Inc first reported a position in ATKR in Q3 2020 and held it in 11 quarters. The position peaked at $37K in Q1 2022. 406 funds tracked by Wall St. Rank hold ATKR as of Q2 2023.

  • Ellevest Inc reported no remaining Atkore position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 37 Atkore shares in Q2 2023, an estimated $5.2K.
  • Ellevest Inc first reported a position in Atkore in Q3 2020 and held it in 11 quarters.
  • Ellevest Inc's Atkore position peaked at $37K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Atkore as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.