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Global Financial Private Client’s ATI ATI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-16
Closed -$832 – 328
2025
Q1 		$832 Buy
16
+11
+220% +$624 ﹤0.01% 1116
2024
Q4 		$275 Buy
+5
New +$295 ﹤0.01% 1149

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Global Financial Private Client's ATI Position: Q2 2025 in Review

Global Financial Private Client sold out of ATI (ATI) in Q2 2025, closing a stake of 16 shares — an estimated $832 sold.

Global Financial Private Client first reported a position in ATI in Q4 2024 and held it in 2 quarters. The position peaked at $832 in Q1 2025. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

  • Global Financial Private Client reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 16 ATI shares in Q2 2025, an estimated $832.
  • Global Financial Private Client first reported a position in ATI in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's ATI position peaked at $832 in Q1 2025.
  • 471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.