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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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orion Portfolio Solutions's ATI Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of ATI (ATI) in Q1 2025, closing a stake of 5,049 shares — an estimated $278K sold.

Orion Portfolio Solutions first reported a position in ATI in Q4 2019 and held it in 9 quarters. The position peaked at $555K in Q3 2024. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,049 ATI shares in Q1 2025, an estimated $278K.
  • Orion Portfolio Solutions first reported a position in ATI in Q4 2019 and held it in 9 quarters.
  • Orion Portfolio Solutions's ATI position peaked at $555K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.