IMA Advisory Services’s ATI ATI Stock Holding History

IMA Advisory Services’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
2026 Q1	$2.47K	Buy	+17	New	+$2.37K	﹤0.01%	598
2018 Q3	–	Sell	-630	Closed	-$16K	–	353
2018 Q2	$16K	Buy	+630	New	+$17K	0.01%	231
2018 Q1	–	Sell	-78,837	Closed	-$1.9M	–	112
2017 Q4	$1.9M	Buy	78,837 +7,447	+10%	+$177K	0.85%	44
2017 Q3	$1.71M	Sell	71,390 -5,615	-7%	-$111K	0.79%	48
2017 Q2	$1.31M	Sell	77,005 -2,345	-3%	-$39.4K	0.63%	56
2017 Q1	$1.43M	Sell	79,350 -8,754	-10%	-$165K	0.72%	50
2016 Q4	$1.4M	Buy	+88,104	New	+$1.46M	0.86%	42

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

IMA Advisory Services's ATI Position: Q1 2026 in Review

IMA Advisory Services opened a new position in ATI (ATI) in Q1 2026: 17 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in ATI as recently as Q2 2018.

IMA Advisory Services first reported a position in ATI in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2017. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

IMA Advisory Services held 17 shares of ATI worth $2.47K as of Q1 2026.
ATI was a new IMA Advisory Services position in Q1 2026.
ATI made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #598 holding.
IMA Advisory Services first reported a position in ATI in Q4 2016 and has held it in 7 quarters since.
IMA Advisory Services's ATI position peaked at $1.9M in Q4 2017.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.