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Northeast Financial Consultants’s ATI ATI Stock Holding History

Northeast Financial Consultants’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
2024
Q1 		– Sell
-8,180
Closed -$372K – 292
2023
Q4 		$372K Hold
8,180
– – 0.02% 214
2023
Q3 		$337K Hold
8,180
– – 0.02% 215
2023
Q2 		$362K Hold
8,180
– – 0.02% 212
2023
Q1 		$323K Hold
8,180
– – 0.02% 242
2022
Q4 		$244K Buy
+8,180
New +$239K 0.02% 270

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northeast Financial Consultants's ATI Position: Q1 2024 in Review

Northeast Financial Consultants sold out of ATI (ATI) in Q1 2024, closing a stake of 8,180 shares — an estimated $372K sold.

Northeast Financial Consultants first reported a position in ATI in Q4 2022 and held it in 5 quarters. The position peaked at $372K in Q4 2023. 345 funds tracked by Wall St. Rank hold ATI as of Q1 2024.

  • Northeast Financial Consultants reported no remaining ATI position as of Q1 2024 after selling out during the quarter.
  • Northeast Financial Consultants sold 8,180 ATI shares in Q1 2024, an estimated $372K.
  • Northeast Financial Consultants first reported a position in ATI in Q4 2022 and held it in 5 quarters.
  • Northeast Financial Consultants's ATI position peaked at $372K in Q4 2023.
  • 345 funds tracked by Wall St. Rank held ATI as of Q1 2024.

Based on Northeast Financial Consultants's 13F filing for Q1 2024, filed 15 May 2024.