NewSquare Capital’s ATI ATI Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-2	Closed	-$173	–	262
2025 Q2	$173	Buy	+2	New	+$137	﹤0.01%	1252
2024 Q1	–	Sell	-100	Closed	-$4.55K	–	445
2023 Q4	$4.55K	Buy	+100	New	+$4.15K	﹤0.01%	321

Other funds holding ATI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

NewSquare Capital's ATI Position: Q3 2025 in Review

NewSquare Capital sold out of ATI (ATI) in Q3 2025, closing a stake of 2 shares — an estimated $173 sold.

NewSquare Capital first reported a position in ATI in Q4 2023 and held it in 2 quarters. The position peaked at $4.55K in Q4 2023. 470 funds tracked by Wall St. Rank hold ATI as of Q3 2025.

NewSquare Capital reported no remaining ATI position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 2 ATI shares in Q3 2025, an estimated $173.
NewSquare Capital first reported a position in ATI in Q4 2023 and held it in 2 quarters.
NewSquare Capital's ATI position peaked at $4.55K in Q4 2023.
470 funds tracked by Wall St. Rank held ATI as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.