JFS Wealth Advisors’s Atkore ATKR Stock Holding History

JFS Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82K	Buy	24 +5	+26%	+$377	﹤0.01%	1638
2026 Q1	$1.12K	Sell	19 -13	-41%	-$845	﹤0.01%	1649
2025 Q4	$2.02K	Buy	32 +31	+3,100%	+$2.02K	﹤0.01%	1544
2025 Q3	$63	Buy	+1	New	+$65	﹤0.01%	1860
2025 Q1	–	Sell	-16	Closed	-$1.34K	–	1942
2024 Q4	$1.34K	Buy	16 +1	+7%	+$88	﹤0.01%	1616
2024 Q3	$1.27K	Sell	15 -18	-55%	-$1.96K	﹤0.01%	1642
2024 Q2	$4.45K	Hold	33	–	–	﹤0.01%	1113
2024 Q1	$6.28K	Hold	33	–	–	﹤0.01%	1020
2023 Q4	$5.28K	Buy	33 +1	+3%	+$138	﹤0.01%	1033
2023 Q3	$4.78K	Hold	32	–	–	﹤0.01%	1006
2023 Q2	$4.99K	Sell	32 -5	-14%	-$656	﹤0.01%	1005
2023 Q1	$5.2K	Buy	37 +8	+28%	+$1.08K	﹤0.01%	969
2022 Q4	$3.29K	Buy	29 +1	+4%	+$105	﹤0.01%	1166
2022 Q3	$2K	Buy	28 +9	+47%	+$778	﹤0.01%	1276
2022 Q2	$2K	Sell	19 -8	-30%	-$795	﹤0.01%	1275
2022 Q1	$3K	Buy	27 +15	+125%	+$1.56K	﹤0.01%	1207
2021 Q4	$1K	Buy	+12	New	+$1.22K	﹤0.01%	1249

Other funds holding ATKR

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return