Financial Gravity Asset Management’s Atkore ATKR Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-9	Closed	-$1.9K	–	1507
2024 Q1	$1.9K	Buy	+9	New	+$1.44K	﹤0.01%	1102
2023 Q4	–	Hold	0	–	–	–	1507
2023 Q3	–	Sell	-156	Closed	-$23.5K	–	1226
2023 Q2	$801	Buy	156 +16	+11%	+$2.1K	﹤0.01%	869
2023 Q1	$1	Buy	140 +27	+24%	+$3.66K	﹤0.01%	1030
2022 Q4	$192	Buy	+113	New	+$11.8K	﹤0.01%	963
2019 Q4	–	Sell	-61	Closed	-$2K	–	1391
2019 Q3	$2K	Buy	61 +3	+5%	+$84	﹤0.01%	863
2019 Q2	$2K	Buy	58 +39	+205%	+$952	﹤0.01%	861
2019 Q1	$0	Buy	+19	New	+$425	﹤0.01%	1319
2018 Q3	$0	Buy	+20	New	+$500	﹤0.01%	1386

Other funds holding ATKR

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return