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Householder Group Estate & Retirement Specialist’s ATI ATI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$15K Hold
282
– – 0.01% 317
2024
Q3 		$18K Hold
282
– – 0.01% 709
2024
Q2 		$15K Hold
282
– – ﹤0.01% 730
2024
Q1 		$14.4K Hold
282
– – ﹤0.01% 736
2023
Q4 		$12K Hold
282
– – ﹤0.01% 719
2023
Q3 		$11.6K Buy
+282
New +$12.5K ﹤0.01% 754
2023
Q1 		$11K Buy
+282
New +$10.6K ﹤0.01% 774

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ATI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its ATI (ATI) position steady in Q4 2024 at 282 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #317.

Householder Group Estate & Retirement Specialist first reported a position in ATI in Q1 2023 and has held it in 7 quarters since. The position peaked at $18K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 282 shares of ATI worth $15K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its ATI share count unchanged in Q4 2024.
  • ATI made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #317 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in ATI in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's ATI position peaked at $18K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.