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Insight Wealth Strategies’s ATI ATI Stock Holding History

Insight Wealth Strategies’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
Q3 		$276K Buy
1,455
+1
+0.1% +$200 0.03% 169
2026
Q2 		$279K Hold
1,454
– – 0.03% 164
2026
Q1 		$211K Buy
+1,454
New +$202K 0.02% 173
2024
Q4 		– Sell
-39,977
Closed -$2.67M – 154
2024
Q3 		$2.67M Sell
39,977
-5,437
-12% -$338K 0.35% 73
2024
Q2 		$2.52M Sell
45,414
-1,489
-3% -$83.4K 0.36% 63
2024
Q1 		$2.4M Sell
46,903
-2
-0% -$90 0.35% 59
2023
Q4 		$2.13M Buy
46,905
+9,569
+26% +$397K 0.34% 57
2023
Q3 		$1.54M Buy
37,336
+928
+3% +$41.2K 0.3% 72
2023
Q2 		$1.61M Sell
36,408
-277
-0.8% -$10.6K 0.31% 60
2023
Q1 		$1.45M Sell
36,685
-620
-2% -$23.4K 0.28% 68
2022
Q4 		$1.11M Buy
+37,305
New +$1.09M 0.22% 85

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Insight Wealth Strategies's ATI Position: Q3 2026 in Review

Insight Wealth Strategies increased its ATI (ATI) stake by 0.07% in Q3 2026, buying an estimated $200 and bringing the position to 1,455 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #169.

Insight Wealth Strategies first reported a position in ATI in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.67M in Q3 2024. 24 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Insight Wealth Strategies held 1,455 shares of ATI worth $276K as of Q3 2026.
  • Insight Wealth Strategies bought 1 ATI share in Q3 2026, an estimated $200.
  • ATI made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #169 holding.
  • Insight Wealth Strategies first reported a position in ATI in Q4 2022 and has held it in 11 quarters since.
  • Insight Wealth Strategies's ATI position peaked at $2.67M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.