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New England Capital Financial Advisors’s ATI ATI Stock Holding History

New England Capital Financial Advisors’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
Q1 		$2.91K Buy
+20
New +$2.79K ﹤0.01% 336
2025
Q3 		– Sell
-62
Closed -$5.35K – 420
2025
Q2 		$5.35K Buy
+62
New +$4.24K ﹤0.01% 301
2025
Q1 		– Sell
-363
Closed -$20K – 399
2024
Q4 		$20K Hold
363
– – 0.01% 180
2024
Q3 		$24.3K Hold
363
– – 0.01% 159
2024
Q2 		$20.1K Hold
363
– – 0.01% 177
2024
Q1 		$18.6K Hold
363
– – 0.01% 184
2023
Q4 		$16.5K Hold
363
– – 0.01% 191
2023
Q3 		$14.9K Hold
363
– – 0.01% 196
2023
Q2 		$16.1K Hold
363
– – 0.01% 185
2023
Q1 		$14.3K Buy
+363
New +$13.7K 0.01% 216

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return