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Independent Advisor Alliance’s ATI ATI Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-9,967
Closed -$206K – 446
2019
Q4 		$206K Buy
+9,967
New +$216K 0.01% 810

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Independent Advisor Alliance's ATI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of ATI (ATI) in Q1 2020, closing a stake of 9,967 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in ATI in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 258 funds tracked by Wall St. Rank hold ATI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining ATI position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,967 ATI shares in Q1 2020, an estimated $206K.
  • Independent Advisor Alliance first reported a position in ATI in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's ATI position peaked at $206K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held ATI as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.