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MorganRosel Wealth Management’s Atkore ATKR Stock Holding History

MorganRosel 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
2024
Q3 		– Sell
-6,125
Closed -$826K – 103
2024
Q2 		$826K Buy
6,125
+2,030
+50% +$323K 0.29% 66
2024
Q1 		$780K Sell
4,095
-2,141
-34% -$343K 0.28% 66
2023
Q4 		$998K Sell
6,236
-295
-5% -$40.7K 0.39% 45
2023
Q3 		$974K Sell
6,531
-423
-6% -$63.9K 0.41% 42
2023
Q2 		$1.08M Buy
+6,954
New +$912K 0.44% 37

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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MorganRosel Wealth Management's ATKR Position: Q3 2024 in Review

MorganRosel Wealth Management sold out of Atkore (ATKR) in Q3 2024, closing a stake of 6,125 shares — an estimated $826K sold.

MorganRosel Wealth Management first reported a position in ATKR in Q2 2023 and held it in 5 quarters. The position peaked at $1.08M in Q2 2023. 370 funds tracked by Wall St. Rank hold ATKR as of Q3 2024.

  • MorganRosel Wealth Management reported no remaining Atkore position as of Q3 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,125 Atkore shares in Q3 2024, an estimated $826K.
  • MorganRosel Wealth Management first reported a position in Atkore in Q2 2023 and held it in 5 quarters.
  • MorganRosel Wealth Management's Atkore position peaked at $1.08M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Atkore as of Q3 2024.

Based on MorganRosel Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.