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Joule Financial’s ATI ATI Stock Holding History

Joule Financial’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
2023
Q4 		– Sell
-8,544
Closed -$352K – 108
2023
Q3 		$352K Buy
8,544
+475
+6% +$21.1K 0.18% 73
2023
Q2 		$357K Hold
8,069
– – 0.18% 65
2023
Q1 		$318K Sell
8,069
-67
-0.8% -$2.53K 0.17% 68
2022
Q4 		$243K Buy
+8,136
New +$238K 0.16% 82

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joule Financial's ATI Position: Q4 2023 in Review

Joule Financial sold out of ATI (ATI) in Q4 2023, closing a stake of 8,544 shares — an estimated $352K sold.

Joule Financial first reported a position in ATI in Q4 2022 and held it in 4 quarters. The position peaked at $357K in Q2 2023. 349 funds tracked by Wall St. Rank hold ATI as of Q4 2023.

  • Joule Financial reported no remaining ATI position as of Q4 2023 after selling out during the quarter.
  • Joule Financial sold 8,544 ATI shares in Q4 2023, an estimated $352K.
  • Joule Financial first reported a position in ATI in Q4 2022 and held it in 4 quarters.
  • Joule Financial's ATI position peaked at $357K in Q2 2023.
  • 349 funds tracked by Wall St. Rank held ATI as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.