Pathstone Family Office’s ATI ATI Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-11,715	Closed	-$353K	–	1225
2022 Q4	$353K	Sell	11,715 -97	-0.8%	-$2.84K	﹤0.01%	1212
2022 Q3	$313K	Buy	+11,812	New	+$329K	﹤0.01%	1213
2021 Q1	–	Sell	-500	Closed	-$8K	–	706
2020 Q4	$8K	Buy	+500	New	+$6.35K	﹤0.01%	897
2019 Q2	–	Sell	-96	Closed	-$2K	–	646
2019 Q1	$2K	Buy	+96	New	+$2.53K	﹤0.01%	748

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Pathstone Family Office's ATI Position: Q1 2023 in Review

Pathstone Family Office sold out of ATI (ATI) in Q1 2023, closing a stake of 11,715 shares — an estimated $353K sold.

Pathstone Family Office first reported a position in ATI in Q1 2019 and held it in 4 quarters. The position peaked at $353K in Q4 2022. 338 funds tracked by Wall St. Rank hold ATI as of Q1 2023.

Pathstone Family Office reported no remaining ATI position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 11,715 ATI shares in Q1 2023, an estimated $353K.
Pathstone Family Office first reported a position in ATI in Q1 2019 and held it in 4 quarters.
Pathstone Family Office's ATI position peaked at $353K in Q4 2022.
338 funds tracked by Wall St. Rank held ATI as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.