Global Retirement Partners’s Atkore ATKR Stock Holding History

Global Retirement Partners’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
2025 Q4	$3.93K	Buy	62 +32	+107%	+$2.09K	﹤0.01%	3513
2025 Q3	$1.89K	Sell	30 -3	-9%	-$196	﹤0.01%	3339
2025 Q2	$2.33K	Buy	+33	New	+$2.14K	﹤0.01%	3190
2024 Q4	$1.34K	Sell	16 -20	-56%	-$1.76K	﹤0.01%	3205
2024 Q3	$3.05K	Sell	36 -192	-84%	-$20.8K	﹤0.01%	2775
2024 Q2	$30.8K	Buy	228 +31	+16%	+$4.94K	﹤0.01%	1780
2024 Q1	$37.5K	Buy	197 +158	+405%	+$25.3K	﹤0.01%	1534
2023 Q4	$5.82K	Buy	39 +18	+86%	+$2.48K	﹤0.01%	2265
2023 Q3	$3.02K	Buy	21 +7	+50%	+$1.06K	﹤0.01%	2372
2023 Q2	$2.18K	Buy	14 +1	+8%	+$131	﹤0.01%	2521
2023 Q1	$1.65K	Buy	13 +9	+225%	+$1.22K	﹤0.01%	2565
2022 Q4	$454	Hold	4	–	–	﹤0.01%	2784
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2683
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2671
2022 Q1	$0	Buy	+4	New	+$415	﹤0.01%	2620
2021 Q4	–	Sell	-81	Closed	-$7K	–	347
2021 Q3	$7K	Buy	+81	New	+$6.74K	﹤0.01%	1506

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Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return