GIA
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Gladstone Institutional Advisory’s Atkore ATKR Stock Holding History

Gladstone Institutional Advisory’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
-1,739
Closed -$331K – 663
2024
Q1 		$331K Sell
1,739
-178
-9% -$28.5K 0.02% 511
2023
Q4 		$307K Buy
1,917
+213
+13% +$29.4K 0.02% 519
2023
Q3 		$254K Buy
+1,704
New +$257K 0.02% 523
2023
Q2 		– Sell
-2,104
Closed -$296K – 639
2023
Q1 		$296K Buy
+2,104
New +$285K 0.02% 529
2022
Q2 		– Sell
-2,883
Closed -$284K – 651
2022
Q1 		$284K Buy
2,883
+384
+15% +$39.8K 0.02% 563
2021
Q4 		$278K Buy
+2,499
New +$254K 0.02% 493

Other funds holding ATKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return