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Orion Portfolio Solutions’s ATI ATI Stock Holding History

Orion Portfolio Solutions’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
-5,049
Closed -$278K – 1884
2024
Q4 		$278K Sell
5,049
-3,251
-39% -$192K ﹤0.01% 1595
2024
Q3 		$555K Buy
8,300
+633
+8% +$39.3K 0.01% 1298
2024
Q2 		$425K Sell
7,667
-1,604
-17% -$89.9K ﹤0.01% 1331
2024
Q1 		$474K Buy
9,271
+743
+9% +$33.6K 0.01% 1282
2023
Q4 		$371K Buy
8,528
+1,878
+28% +$78K ﹤0.01% 1324
2023
Q3 		$274K Sell
6,650
-598
-8% -$26.6K ﹤0.01% 1419
2023
Q2 		$321K Buy
+7,248
New +$277K ﹤0.01% 1377
2020
Q3 		– Sell
-178
Closed -$2K – 544
2020
Q2 		$2K Buy
+178
New +$1.54K ﹤0.01% 1732
2020
Q1 		– Sell
-16
Closed – – 1898
2019
Q4 		$0 Buy
+16
New +$347 ﹤0.01% 1803

Other funds holding ATI

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return