Mariner Independent Advisor Network’s ATI ATI Stock Holding History

Mariner Independent Advisor Network’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
2022 Q1	–	Sell	-13,716	Closed	-$219K	–	508
2021 Q4	$219K	Buy	13,716 +650	+5%	+$10.4K	0.01%	445
2021 Q3	$217K	Sell	13,066 -2,750	-17%	-$52K	0.01%	458
2021 Q2	$330K	Sell	15,816 -250	-2%	-$5.73K	0.02%	446
2021 Q1	$338K	Sell	16,066 -500	-3%	-$9.78K	0.02%	401
2020 Q4	$278K	Buy	+16,566	New	+$210K	0.01%	383
2020 Q1	–	Sell	-19,147	Closed	-$394K	–	355
2019 Q4	$394K	Sell	19,147 -300	-2%	-$6.5K	0.03%	331
2019 Q3	$394K	Buy	19,447 +4,500	+30%	+$95.2K	0.03%	334
2019 Q2	$377K	Hold	14,947	–	–	0.03%	334
2019 Q1	$382K	Sell	14,947 -550	-4%	-$14.5K	0.03%	324
2018 Q4	$338K	Sell	15,497 -3,953	-20%	-$102K	0.03%	328
2018 Q3	$574K	Hold	19,450	–	–	0.07%	178
2018 Q2	$488K	Sell	19,450 -18	-0.1%	-$487	0.09%	128
2018 Q1	$461K	Sell	19,468 -350	-2%	-$9.39K	0.03%	298
2017 Q4	$478K	Buy	19,818 +1,550	+8%	+$36.9K	0.05%	246
2017 Q3	$437K	Buy	18,268 +568	+3%	+$11.2K	0.07%	142
2017 Q2	$301K	Buy	+17,700	New	+$298K	0.04%	173

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

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Dimensional Fund Advisors

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