Kula Investments’s ATI ATI Stock Holding History

Kula Investments’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 Q1	–	Sell	-24,149	Closed	-$721K	–	605
2022 Q4	$721K	Buy	+24,149	New	+$707K	0.21%	114

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kula Investments's ATI Position: Q1 2023 in Review

Kula Investments sold out of ATI (ATI) in Q1 2023, closing a stake of 24,149 shares — an estimated $721K sold.

Kula Investments first reported a position in ATI in Q4 2022 and held it in 1 quarter. The position peaked at $721K in Q4 2022. 338 funds tracked by Wall St. Rank hold ATI as of Q1 2023.

Kula Investments reported no remaining ATI position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 24,149 ATI shares in Q1 2023, an estimated $721K.
Kula Investments first reported a position in ATI in Q4 2022 and held it in 1 quarter.
Kula Investments's ATI position peaked at $721K in Q4 2022.
338 funds tracked by Wall St. Rank held ATI as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.