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Physician Wealth Advisors’s Atkore ATKR Stock Holding History

Physician Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$585 – 1444
2024
Q4 		$585 Buy
+7
New +$617 ﹤0.01% 1091

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Physician Wealth Advisors's ATKR Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Atkore (ATKR) in Q1 2025, closing a stake of 7 shares — an estimated $585 sold.

Physician Wealth Advisors first reported a position in ATKR in Q4 2024 and held it in 1 quarter. The position peaked at $585 in Q4 2024. 297 funds tracked by Wall St. Rank hold ATKR as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Atkore position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 7 Atkore shares in Q1 2025, an estimated $585.
  • Physician Wealth Advisors first reported a position in Atkore in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Atkore position peaked at $585 in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Atkore as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.