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Patriot Financial Group Insurance Agency’s ATI ATI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-5,352
Closed -$358K – 484
2024
Q3 		$358K Hold
5,352
– – 0.05% 346
2024
Q2 		$297K Hold
5,352
– – 0.04% 375
2024
Q1 		$274K Hold
5,352
– – 0.04% 390
2023
Q4 		$243K Buy
5,352
+2
+0% +$83 0.05% 382
2023
Q3 		$220K Hold
5,350
– – 0.05% 398
2023
Q2 		$237K Hold
5,350
– – 0.04% 390
2023
Q1 		$211K Buy
+5,350
New +$202K 0.04% 412
2022
Q3 		– Sell
-5,500
Closed -$125K – 508
2022
Q2 		$125K Hold
5,500
– – 0.03% 486
2022
Q1 		$148K Sell
5,500
-1,000
-15% -$23.2K 0.03% 473
2021
Q4 		$104K Sell
6,500
-550
-8% -$8.83K 0.02% 646
2021
Q3 		$117K Buy
7,050
+550
+8% +$10.4K 0.02% 596
2021
Q2 		$136K Sell
6,500
-400
-6% -$9.17K 0.02% 537
2021
Q1 		$145K Hold
6,900
– – 0.03% 463
2020
Q4 		$116K Hold
6,900
– – 0.03% 458
2020
Q3 		$60K Sell
6,900
-300
-4% -$2.76K 0.02% 496
2020
Q2 		$73K Hold
7,200
– – 0.03% 426
2020
Q1 		$61K Sell
7,200
-1,000
-12% -$16K 0.03% 410
2019
Q4 		$169K Sell
8,200
-2,450
-23% -$53.1K 0.06% 246
2019
Q3 		$216K Sell
10,650
-800
-7% -$16.9K 0.1% 193
2019
Q2 		$287K Buy
+11,450
New +$279K 0.12% 141
2017
Q1 		– Sell
-75
Closed -$1K – 818
2016
Q4 		$1K Buy
+75
New +$1.25K ﹤0.01% 722

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ATI Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of ATI (ATI) in Q4 2024, closing a stake of 5,352 shares — an estimated $358K sold.

Patriot Financial Group Insurance Agency first reported a position in ATI in Q4 2016 and held it in 21 quarters. The position peaked at $358K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,352 ATI shares in Q4 2024, an estimated $358K.
  • Patriot Financial Group Insurance Agency first reported a position in ATI in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's ATI position peaked at $358K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.