EverSource Wealth Advisors’s Atkore ATKR Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$3.18K	Sell	54 -4	-7%	-$260	﹤0.01%	3471
2025 Q4	$3.67K	Buy	58 +4	+7%	+$261	﹤0.01%	3244
2025 Q3	$3.39K	Sell	54 -187	-78%	-$12.2K	﹤0.01%	3315
2025 Q2	$17K	Buy	241 +126	+110%	+$8.17K	﹤0.01%	2429
2025 Q1	$6.9K	Buy	115 +63	+121%	+$4.5K	﹤0.01%	2334
2024 Q4	$4.34K	Sell	52 -56	-52%	-$4.93K	﹤0.01%	2417
2024 Q3	$9.15K	Buy	108 +52	+93%	+$5.65K	﹤0.01%	1920
2024 Q2	$7.56K	Buy	56 +2	+4%	+$319	﹤0.01%	2019
2024 Q1	$9.47K	Sell	54 -14	-21%	-$2.24K	﹤0.01%	1717
2023 Q4	$10.9K	Buy	68 +26	+62%	+$3.59K	﹤0.01%	1522
2023 Q3	$6.27K	Buy	42 +7	+20%	+$1.06K	﹤0.01%	1606
2023 Q2	$5.46K	Sell	35 -3	-8%	-$393	﹤0.01%	1696
2023 Q1	$5.34K	Buy	38 +34	+850%	+$4.61K	﹤0.01%	1622
2022 Q4	$454	Buy	+4	New	+$419	﹤0.01%	2222

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return