Level Four Advisory Services’s ATI ATI Stock Holding History

Level Four Advisory Services’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	-15,644	Closed	-$644K	–	789
2023 Q3	$644K	Sell	15,644 -784	-5%	-$34.8K	0.04%	376
2023 Q2	$727K	Buy	16,428 +2,020	+14%	+$77.3K	0.04%	367
2023 Q1	$569K	Buy	+14,408	New	+$544K	0.04%	390

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Level Four Advisory Services's ATI Position: Q4 2023 in Review

Level Four Advisory Services sold out of ATI (ATI) in Q4 2023, closing a stake of 15,644 shares — an estimated $644K sold.

Level Four Advisory Services first reported a position in ATI in Q1 2023 and held it in 3 quarters. The position peaked at $727K in Q2 2023. 349 funds tracked by Wall St. Rank hold ATI as of Q4 2023.

Level Four Advisory Services reported no remaining ATI position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 15,644 ATI shares in Q4 2023, an estimated $644K.
Level Four Advisory Services first reported a position in ATI in Q1 2023 and held it in 3 quarters.
Level Four Advisory Services's ATI position peaked at $727K in Q2 2023.
349 funds tracked by Wall St. Rank held ATI as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.