Jeppson Wealth Management’s ATI ATI Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-3,200	Closed	-$28K	–	153
2020 Q3	$28K	Buy	+3,200	New	+$29.5K	0.02%	299

Other funds holding ATI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's ATI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of ATI (ATI) in Q4 2020, closing a stake of 3,200 shares — an estimated $28K sold.

Jeppson Wealth Management first reported a position in ATI in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 240 funds tracked by Wall St. Rank hold ATI as of Q4 2020.

Jeppson Wealth Management reported no remaining ATI position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 3,200 ATI shares in Q4 2020, an estimated $28K.
Jeppson Wealth Management first reported a position in ATI in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's ATI position peaked at $28K in Q3 2020.
240 funds tracked by Wall St. Rank held ATI as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.