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Milestone Investment Advisors’s Atkore ATKR Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-17
Closed -$2.54K – 146
2023
Q3 		$2.54K Buy
+17
New +$2.57K ﹤0.01% 356
2023
Q2 		– Sell
-17
Closed -$2.39K – 142
2023
Q1 		$2.39K Buy
+17
New +$2.3K ﹤0.01% 366

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Investment Advisors's ATKR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Atkore (ATKR) in Q4 2023, closing a stake of 17 shares — an estimated $2.54K sold.

Milestone Investment Advisors first reported a position in ATKR in Q1 2023 and held it in 2 quarters. The position peaked at $2.54K in Q3 2023. 445 funds tracked by Wall St. Rank hold ATKR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Atkore position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 17 Atkore shares in Q4 2023, an estimated $2.54K.
  • Milestone Investment Advisors first reported a position in Atkore in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Atkore position peaked at $2.54K in Q3 2023.
  • 445 funds tracked by Wall St. Rank held Atkore as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.