Focus Partners Advisor Solutions’s ATI ATI Stock Holding History

Focus Partners Advisor Solutions’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
2026 Q1	$5.12M	Sell	35,211 -985	-3%	-$137K	0.05%	167
2025 Q4	$4.15M	Buy	+36,196	New	+$3.53M	0.05%	177
2025 Q3	–	Sell	-39,625	Closed	-$3.42M	–	1139
2025 Q2	$3.42M	Sell	39,625 -6,393	-14%	-$438K	0.05%	186
2025 Q1	$2.39M	Sell	46,018 -5,151	-10%	-$292K	0.04%	230
2024 Q4	$2.82M	Buy	51,169 +680	+1%	+$40.1K	0.05%	175
2024 Q3	$3.38M	Sell	50,489 -9,899	-16%	-$615K	0.07%	135
2024 Q2	$3.35M	Sell	60,388 -4,942	-8%	-$277K	0.09%	114
2024 Q1	$3.34M	Buy	+65,330	New	+$2.95M	0.1%	111
2023 Q4	–	Sell	-70,241	Closed	-$2.89M	–	417
2023 Q3	$2.89M	Buy	+70,241	New	+$3.12M	0.14%	77
2023 Q2	–	Sell	-70,238	Closed	-$2.77M	–	381
2023 Q1	$2.77M	Sell	70,238 -10	-0%	-$378	0.18%	58
2022 Q4	$2.1M	Sell	70,248 -89,759	-56%	-$2.63M	0.16%	75
2022 Q3	$4.26M	Buy	160,007 +186	+0.1%	+$5.18K	0.25%	48
2022 Q2	$3.63M	Buy	+159,821	New	+$4.21M	0.31%	47
2022 Q1	–	Sell	-281,257	Closed	-$4.48M	–	333
2021 Q4	$4.48M	Buy	+281,257	New	+$4.51M	0.94%	12

Other funds holding ATI

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return