OLA
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Oliver Luxxe Assets’s ATI ATI Stock Holding History

Oliver Luxxe Assets’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
-15,619
Closed -$710K – 176
2023
Q4 		$710K Buy
15,619
+2,519
+19% +$105K 0.17% 128
2023
Q3 		$539K Buy
13,100
+1,175
+10% +$52.2K 0.14% 131
2023
Q2 		$527K Buy
11,925
+652
+6% +$24.9K 0.13% 133
2023
Q1 		$445K Sell
11,273
-7,868
-41% -$297K 0.12% 140
2022
Q4 		$572K Buy
19,141
+761
+4% +$22.3K 0.16% 122
2022
Q3 		$489K Buy
18,380
+630
+4% +$17.5K 0.15% 121
2022
Q2 		$403K Buy
17,750
+135
+0.8% +$3.56K 0.12% 142
2022
Q1 		$473K Buy
+17,615
New +$408K 0.12% 144

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