Planned Solutions’s Atkore ATKR Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-295	Closed	-$25K	–	153
2024 Q3	$25K	Buy	+295	New	+$32K	0.01%	366

Other funds holding ATKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Planned Solutions's ATKR Position: Q4 2024 in Review

Planned Solutions sold out of Atkore (ATKR) in Q4 2024, closing a stake of 295 shares — an estimated $25K sold.

Planned Solutions first reported a position in ATKR in Q3 2024 and held it in 1 quarter. The position peaked at $25K in Q3 2024. 329 funds tracked by Wall St. Rank hold ATKR as of Q4 2024.

Planned Solutions reported no remaining Atkore position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 295 Atkore shares in Q4 2024, an estimated $25K.
Planned Solutions first reported a position in Atkore in Q3 2024 and held it in 1 quarter.
Planned Solutions's Atkore position peaked at $25K in Q3 2024.
329 funds tracked by Wall St. Rank held Atkore as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.