IFP Advisors’s Atkore ATKR Stock Holding History

IFP Advisors’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
2026 Q1	$13.4K	Hold	227	–	–	﹤0.01%	3010
2025 Q4	$14.4K	Hold	227	–	–	﹤0.01%	2887
2025 Q3	$14.2K	Sell	227 -66	-23%	-$4.3K	﹤0.01%	2739
2025 Q2	$24.4K	Sell	293 -55	-16%	-$3.57K	﹤0.01%	2441
2025 Q1	$20.9K	Sell	348 -48	-12%	-$3.43K	﹤0.01%	2271
2024 Q4	$33.1K	Sell	396 -209	-35%	-$18.4K	﹤0.01%	2037
2024 Q3	$51.4K	Buy	605 +248	+69%	+$26.9K	﹤0.01%	1720
2024 Q2	$48.2K	Buy	+357	New	+$56.9K	﹤0.01%	1701
2023 Q4	–	Sell	-3	Closed	-$448	–	3062
2023 Q3	$448	Sell	3 -16	-84%	-$2.42K	﹤0.01%	3118
2023 Q2	$2.96K	Buy	19 +9	+90%	+$1.18K	﹤0.01%	2742
2023 Q1	$218	Sell	10 -95	-90%	-$12.9K	﹤0.01%	3265
2022 Q4	$17K	Sell	105 -7	-6%	-$733	﹤0.01%	3008
2022 Q3	$18K	Buy	112 +1	+0.9%	+$86	﹤0.01%	3164
2022 Q2	$18K	Hold	111	–	–	﹤0.01%	2918
2022 Q1	$18K	Buy	+111	New	+$11.5K	﹤0.01%	2918
2021 Q3	–	Hold	0	–	–	–	3465
2021 Q2	–	Hold	0	–	–	–	3153
2021 Q1	–	Hold	0	–	–	–	3094
2020 Q4	–	Hold	0	–	–	–	3007
2020 Q3	–	Hold	0	–	–	–	2904

Other funds holding ATKR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

First Trust Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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