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Janiczek Wealth Management’s ATI ATI Stock Holding History

Janiczek Wealth Management’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
Q2 		$21.8K Hold
394
– – ﹤0.01% 541
2024
Q1 		$20.2K Hold
394
– – ﹤0.01% 566
2023
Q4 		$17.9K Hold
394
– – ﹤0.01% 564
2023
Q3 		$16.2K Buy
+394
New +$17.5K ﹤0.01% 551

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's ATI Position: Q2 2024 in Review

Janiczek Wealth Management held its ATI (ATI) position steady in Q2 2024 at 394 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Janiczek Wealth Management first reported a position in ATI in Q3 2023 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold ATI as of Q2 2024.

  • Janiczek Wealth Management held 394 shares of ATI worth $21.8K as of Q2 2024.
  • Janiczek Wealth Management left its ATI share count unchanged in Q2 2024.
  • ATI made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #541 holding.
  • Janiczek Wealth Management first reported a position in ATI in Q3 2023 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held ATI as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.