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Foundations Investment Advisors’s ATI ATI Stock Holding History

Foundations Investment Advisors’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
2024
Q3 		– Sell
-5,586
Closed -$310K – 818
2024
Q2 		$310K Hold
5,586
– – 0.01% 602
2024
Q1 		$286K Hold
5,586
– – 0.01% 592
2023
Q4 		$215K Hold
5,586
– – 0.01% 629
2023
Q3 		$230K Buy
+5,586
New +$248K 0.01% 574

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foundations Investment Advisors's ATI Position: Q3 2024 in Review

Foundations Investment Advisors sold out of ATI (ATI) in Q3 2024, closing a stake of 5,586 shares — an estimated $310K sold.

Foundations Investment Advisors first reported a position in ATI in Q3 2023 and held it in 4 quarters. The position peaked at $310K in Q2 2024. 421 funds tracked by Wall St. Rank hold ATI as of Q3 2024.

  • Foundations Investment Advisors reported no remaining ATI position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,586 ATI shares in Q3 2024, an estimated $310K.
  • Foundations Investment Advisors first reported a position in ATI in Q3 2023 and held it in 4 quarters.
  • Foundations Investment Advisors's ATI position peaked at $310K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held ATI as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.