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Marks Group Wealth Management’s Atkore ATKR Stock Holding History

Marks Group Wealth Management’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
2021
Q3 		– Sell
-2,849
Closed -$202K – 294
2021
Q2 		$202K Sell
2,849
-231
-8% -$17.6K 0.03% 257
2021
Q1 		$221K Buy
+3,080
New +$186K 0.03% 228

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marks Group Wealth Management's ATKR Position: Q3 2021 in Review

Marks Group Wealth Management sold out of Atkore (ATKR) in Q3 2021, closing a stake of 2,849 shares — an estimated $202K sold.

Marks Group Wealth Management first reported a position in ATKR in Q1 2021 and held it in 2 quarters. The position peaked at $221K in Q1 2021. 273 funds tracked by Wall St. Rank hold ATKR as of Q3 2021.

  • Marks Group Wealth Management reported no remaining Atkore position as of Q3 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,849 Atkore shares in Q3 2021, an estimated $202K.
  • Marks Group Wealth Management first reported a position in Atkore in Q1 2021 and held it in 2 quarters.
  • Marks Group Wealth Management's Atkore position peaked at $221K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held Atkore as of Q3 2021.

Based on Marks Group Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.