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Mark Sheptoff Financial Planning’s Atkore ATKR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,775
Closed -$568K – 385
2022
Q1 		$568K Sell
5,775
-650
-10% -$67.4K 0.29% 62
2021
Q4 		$714K Hold
6,425
– – 0.34% 54
2021
Q3 		$558K Buy
6,425
+5,050
+367% +$420K 0.31% 59
2021
Q2 		$98K Buy
1,375
+400
+41% +$30.5K 0.05% 140
2021
Q1 		$70K Buy
+975
New +$58.9K 0.04% 140

Other funds holding ATKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Mark Sheptoff Financial Planning's ATKR Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Atkore (ATKR) in Q2 2022, closing a stake of 5,775 shares — an estimated $568K sold.

Mark Sheptoff Financial Planning first reported a position in ATKR in Q1 2021 and held it in 5 quarters. The position peaked at $714K in Q4 2021. 318 funds tracked by Wall St. Rank hold ATKR as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Atkore position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5,775 Atkore shares in Q2 2022, an estimated $568K.
  • Mark Sheptoff Financial Planning first reported a position in Atkore in Q1 2021 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Atkore position peaked at $714K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Atkore as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.