GJWM
ATI icon

Gilliland Jeter Wealth Management’s ATI ATI Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-89
Closed -$5.96K – 206
2024
Q3 		$5.96K Hold
89
– – ﹤0.01% 501
2024
Q2 		$4.93K Buy
+89
New +$4.99K ﹤0.01% 517

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DC
Dendur Capital New York $1.36B AUM 38.43% 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

Gilliland Jeter Wealth Management's ATI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of ATI (ATI) in Q4 2024, closing a stake of 89 shares — an estimated $5.96K sold.

Gilliland Jeter Wealth Management first reported a position in ATI in Q2 2024 and held it in 2 quarters. The position peaked at $5.96K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 89 ATI shares in Q4 2024, an estimated $5.96K.
  • Gilliland Jeter Wealth Management first reported a position in ATI in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's ATI position peaked at $5.96K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.