Peak Financial Advisors’s ATI ATI Stock Holding History

Peak Financial Advisors’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 Q3	–	Sell	-5,735	Closed	-$495K	–	88
2025 Q2	$495K	Buy	+5,735	New	+$393K	0.25%	58

Other funds holding ATI

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

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 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Peak Financial Advisors's ATI Position: Q3 2025 in Review

Peak Financial Advisors sold out of ATI (ATI) in Q3 2025, closing a stake of 5,735 shares — an estimated $495K sold.

Peak Financial Advisors first reported a position in ATI in Q2 2025 and held it in 1 quarter. The position peaked at $495K in Q2 2025. 470 funds tracked by Wall St. Rank hold ATI as of Q3 2025.

Peak Financial Advisors reported no remaining ATI position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 5,735 ATI shares in Q3 2025, an estimated $495K.
Peak Financial Advisors first reported a position in ATI in Q2 2025 and held it in 1 quarter.
Peak Financial Advisors's ATI position peaked at $495K in Q2 2025.
470 funds tracked by Wall St. Rank held ATI as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.