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MPS Loria Financial Planners’s ATI ATI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-100
Closed -$2K – 130
2021
Q1 		$2K Hold
100
– – ﹤0.01% 423
2020
Q4 		$2K Hold
100
– – ﹤0.01% 444
2020
Q3 		$1K Hold
100
– – ﹤0.01% 302
2020
Q2 		$1K Buy
+100
New +$867 ﹤0.01% 309
2017
Q3 		– Sell
-100
Closed -$2K – 95
2017
Q2 		$2K Buy
+100
New +$1.68K ﹤0.01% 354

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's ATI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of ATI (ATI) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in ATI in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 237 funds tracked by Wall St. Rank hold ATI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining ATI position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 ATI shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in ATI in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's ATI position peaked at $2K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held ATI as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.