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Helen Stephens Group’s Atkore ATKR Stock Holding History

Helen Stephens Group’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
Q4 		– Sell
-2,573
Closed -$218K – 89
2024
Q3 		$218K Buy
+2,573
New +$279K 0.07% 84

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Helen Stephens Group's ATKR Position: Q4 2024 in Review

Helen Stephens Group sold out of Atkore (ATKR) in Q4 2024, closing a stake of 2,573 shares — an estimated $218K sold.

Helen Stephens Group first reported a position in ATKR in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 329 funds tracked by Wall St. Rank hold ATKR as of Q4 2024.

  • Helen Stephens Group reported no remaining Atkore position as of Q4 2024 after selling out during the quarter.
  • Helen Stephens Group sold 2,573 Atkore shares in Q4 2024, an estimated $218K.
  • Helen Stephens Group first reported a position in Atkore in Q3 2024 and held it in 1 quarter.
  • Helen Stephens Group's Atkore position peaked at $218K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Atkore as of Q4 2024.

Based on Helen Stephens Group's 13F filing for Q4 2024, filed 15 Jan 2025.