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Forum Financial Management’s Atkore ATKR Stock Holding History

Forum Financial 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
-1,078
Closed -$205K – 721
2024
Q1 		$205K Buy
+1,078
New +$172K ﹤0.01% 695

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's ATKR Position: Q2 2024 in Review

Forum Financial Management sold out of Atkore (ATKR) in Q2 2024, closing a stake of 1,078 shares — an estimated $205K sold.

Forum Financial Management first reported a position in ATKR in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 452 funds tracked by Wall St. Rank hold ATKR as of Q2 2024.

  • Forum Financial Management reported no remaining Atkore position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,078 Atkore shares in Q2 2024, an estimated $205K.
  • Forum Financial Management first reported a position in Atkore in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's Atkore position peaked at $205K in Q1 2024.
  • 452 funds tracked by Wall St. Rank held Atkore as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.