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LGT Financial Advisors’s ATI ATI Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-308
Closed -$17K – 335
2024
Q4 		$17K Hold
308
– – 0.04% 340
2024
Q3 		$20.6K Hold
308
– – 0.05% 272
2024
Q2 		$17.1K Hold
308
– – 0.04% 346
2024
Q1 		$15.8K Hold
308
– – 0.02% 407
2023
Q4 		$14K Hold
308
– – 0.02% 417
2023
Q3 		$12.7K Buy
+308
New +$13.7K 0.02% 437

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's ATI Position: Q1 2025 in Review

LGT Financial Advisors sold out of ATI (ATI) in Q1 2025, closing a stake of 308 shares — an estimated $17K sold.

LGT Financial Advisors first reported a position in ATI in Q3 2023 and held it in 6 quarters. The position peaked at $20.6K in Q3 2024. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

  • LGT Financial Advisors reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 308 ATI shares in Q1 2025, an estimated $17K.
  • LGT Financial Advisors first reported a position in ATI in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's ATI position peaked at $20.6K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.