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National Wealth Management Group’s Atkore ATKR Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-4,518
Closed -$512K – 135
2022
Q4 		$512K Buy
+4,518
New +$473K 0.61% 45

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
River Road Asset Management
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

National Wealth Management Group's ATKR Position: Q1 2023 in Review

National Wealth Management Group sold out of Atkore (ATKR) in Q1 2023, closing a stake of 4,518 shares — an estimated $512K sold.

National Wealth Management Group first reported a position in ATKR in Q4 2022 and held it in 1 quarter. The position peaked at $512K in Q4 2022. 395 funds tracked by Wall St. Rank hold ATKR as of Q1 2023.

  • National Wealth Management Group reported no remaining Atkore position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 4,518 Atkore shares in Q1 2023, an estimated $512K.
  • National Wealth Management Group first reported a position in Atkore in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's Atkore position peaked at $512K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Atkore as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.