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Mission Wealth Management’s ATI ATI Stock Holding History

Mission Wealth Management’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
2021
Q1 		– Sell
-91,314
Closed -$1.53M – 444
2020
Q4 		$1.53M Hold
91,314
– – 0.1% 101
2020
Q3 		$796K Hold
91,314
– – 0.06% 152
2020
Q2 		$930K Hold
91,314
– – 0.08% 115
2020
Q1 		$776K Hold
91,314
– – 0.09% 111
2019
Q4 		$1.89M Buy
+91,314
New +$1.98M 0.18% 74

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mission Wealth Management's ATI Position: Q1 2021 in Review

Mission Wealth Management sold out of ATI (ATI) in Q1 2021, closing a stake of 91,314 shares — an estimated $1.53M sold.

Mission Wealth Management first reported a position in ATI in Q4 2019 and held it in 5 quarters. The position peaked at $1.89M in Q4 2019. 233 funds tracked by Wall St. Rank hold ATI as of Q1 2021.

  • Mission Wealth Management reported no remaining ATI position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 91,314 ATI shares in Q1 2021, an estimated $1.53M.
  • Mission Wealth Management first reported a position in ATI in Q4 2019 and held it in 5 quarters.
  • Mission Wealth Management's ATI position peaked at $1.89M in Q4 2019.
  • 233 funds tracked by Wall St. Rank held ATI as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.