PWPS
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Pinnacle Wealth Planning Services’s ATI ATI Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		$185K Sell
1,271
-245
-16% -$34.1K 0.02% 504
2025
Q4 		$174K Buy
+1,516
New +$148K 0.02% 515
2024
Q4 		– Sell
-3,524
Closed -$236K – 405
2024
Q3 		$236K Buy
+3,524
New +$219K 0.03% 394
2024
Q1 		– Sell
-5,230
Closed -$238K – 509
2023
Q4 		$238K Sell
5,230
-8
-0.2% -$332 0.04% 335
2023
Q3 		$216K Buy
+5,238
New +$233K 0.04% 344
2021
Q1 		– Sell
-128
Closed -$2K – 470
2020
Q4 		$2K Buy
+128
New +$1.63K ﹤0.01% 1902

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return