Financial Architects (New Jersey)’s ATI ATI Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$563K	Hold	12,725	–	–	0.09%	196
2023 Q1	$502K	Hold	12,725	–	–	0.08%	204
2022 Q4	$380K	Hold	12,725	–	–	0.06%	240
2022 Q3	$339K	Hold	12,725	–	–	0.06%	237
2022 Q2	$289K	Hold	12,725	–	–	0.37%	43
2022 Q1	$342K	Buy	+12,725	New	+$295K	0.05%	247
2019 Q1	–	Sell	-1,000	Closed	-$22K	–	1419
2018 Q4	$22K	Buy	+1,000	New	+$25.9K	﹤0.01%	775
2018 Q3	–	Sell	-500	Closed	-$13K	–	1412
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	918
2018 Q1	$12K	Sell	500 -6,000	-92%	-$161K	﹤0.01%	1014
2017 Q4	$157K	Sell	6,500 -800	-11%	-$19K	0.03%	377
2017 Q3	$174K	Buy	7,300 +300	+4%	+$5.93K	0.03%	357
2017 Q2	$119K	Buy	7,000 +4,500	+180%	+$75.7K	0.02%	445
2017 Q1	$45K	Hold	2,500	–	–	0.01%	685
2016 Q4	$40K	Hold	2,500	–	–	0.01%	624
2016 Q3	$45K	Hold	2,500	–	–	0.01%	599
2016 Q2	$32K	Buy	+2,500	New	+$35.8K	0.01%	650

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s ATI Position: Q2 2023 in Review

Financial Architects (New Jersey) held its ATI (ATI) position steady in Q2 2023 at 12,725 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #196.

Financial Architects (New Jersey) first reported a position in ATI in Q2 2016 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold ATI as of Q2 2023.

Financial Architects (New Jersey) held 12,725 shares of ATI worth $563K as of Q2 2023.
Financial Architects (New Jersey) left its ATI share count unchanged in Q2 2023.
ATI made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #196 holding.
Financial Architects (New Jersey) first reported a position in ATI in Q2 2016 and has held it in 16 quarters since.
329 funds tracked by Wall St. Rank held ATI as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.