FFM
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Forum Financial Management’s ATI ATI Stock Holding History

Forum Financial Management’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 		– Sell
-3,918
Closed -$450K – 389
2025
Q4 		$450K Hold
3,918
– – 0.01% 532
2025
Q3 		$319K Hold
3,918
– – ﹤0.01% 706
2025
Q2 		$338K Buy
3,918
+9
+0.2% +$616 0.01% 603
2025
Q1 		$203K Buy
3,909
+10
+0.3% +$568 ﹤0.01% 811
2024
Q4 		$215K Buy
3,899
+88
+2% +$5.19K ﹤0.01% 812
2024
Q3 		$255K Buy
3,811
+2
+0.1% +$124 ﹤0.01% 599
2024
Q2 		$211K Buy
+3,809
New +$213K ﹤0.01% 653

Other funds holding ATI

BlackRock
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
VCM
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
VPM
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
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
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