ORG Wealth Partners’s ATI ATI Stock Holding History

ORG Wealth Partners’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 Q1	–	Sell	-460	Closed	-$25.3K	–	763
2024 Q4	$25.3K	Buy	+460	New	+$27.1K	0.01%	320

Other funds holding ATI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ORG Wealth Partners's ATI Position: Q1 2025 in Review

ORG Wealth Partners sold out of ATI (ATI) in Q1 2025, closing a stake of 460 shares — an estimated $25.3K sold.

ORG Wealth Partners first reported a position in ATI in Q4 2024 and held it in 1 quarter. The position peaked at $25.3K in Q4 2024. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

ORG Wealth Partners reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
ORG Wealth Partners sold 460 ATI shares in Q1 2025, an estimated $25.3K.
ORG Wealth Partners first reported a position in ATI in Q4 2024 and held it in 1 quarter.
ORG Wealth Partners's ATI position peaked at $25.3K in Q4 2024.
426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.