Moisand Fitzgerald Tamayo’s ATI ATI Stock Holding History

Moisand Fitzgerald Tamayo’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
2026 Q2	$13.8K	Hold	70	–	–	﹤0.01%	334
2026 Q1	$10.2K	Hold	70	–	–	﹤0.01%	345
2025 Q4	$8.03K	Hold	70	–	–	﹤0.01%	368
2025 Q3	$5.69K	Hold	70	–	–	﹤0.01%	411
2025 Q2	$6.04K	Hold	70	–	–	﹤0.01%	396
2025 Q1	$3.64K	Hold	70	–	–	﹤0.01%	441
2024 Q4	$3.85K	Hold	70	–	–	﹤0.01%	448
2024 Q3	$4.68K	Hold	70	–	–	﹤0.01%	439
2024 Q2	$3.88K	Hold	70	–	–	﹤0.01%	418
2024 Q1	$3.58K	Hold	70	–	–	﹤0.01%	422
2023 Q4	$3.18K	Hold	70	–	–	﹤0.01%	473
2023 Q3	$2.88K	Sell	70 -50	-42%	-$2.22K	﹤0.01%	503
2023 Q2	$5.31K	Hold	120	–	–	﹤0.01%	406
2023 Q1	$4.74K	Buy	120 +50	+71%	+$1.89K	﹤0.01%	428
2022 Q4	$2.09K	Sell	70 -16	-19%	-$468	﹤0.01%	553
2022 Q3	$2K	Buy	+86	New	+$2.39K	﹤0.01%	469

Other funds holding ATI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return