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Harvest Group Wealth Management’s ATI ATI Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-72
Closed -$1K – 84
2020
Q4 		$1K Hold
72
– – ﹤0.01% 422
2020
Q3 		$1K Hold
72
– – ﹤0.01% 414
2020
Q2 		$0 Buy
+72
New +$624 ﹤0.01% 488
2020
Q1 		– Sell
-109
Closed -$2K – 515
2019
Q4 		$2K Hold
109
– – ﹤0.01% 570
2019
Q3 		$2K Hold
109
– – ﹤0.01% 638
2019
Q2 		$2K Hold
109
– – ﹤0.01% 507
2019
Q1 		$3K Buy
+109
New +$2.87K ﹤0.01% 474

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harvest Group Wealth Management's ATI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ATI (ATI) in Q1 2021, closing a stake of 72 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in ATI in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 234 funds tracked by Wall St. Rank hold ATI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining ATI position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 72 ATI shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in ATI in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's ATI position peaked at $3K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held ATI as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.