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Principal Securities’s ATI ATI Stock Holding History

Principal Securities’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
Q4 		– Sell
-217
Closed -$17.7K – 1497
2025
Q3 		$17.7K Sell
217
-37
-15% -$3K ﹤0.01% 2457
2025
Q2 		$21.9K Sell
254
-117
-32% -$8.01K ﹤0.01% 2266
2025
Q1 		$20.4K Hold
371
– – ﹤0.01% 2188
2024
Q4 		$20.4K Buy
371
+47
+15% +$2.77K ﹤0.01% 2183
2024
Q3 		$21.7K Buy
324
+44
+16% +$2.73K ﹤0.01% 2079
2024
Q2 		$15.5K Hold
280
– – ﹤0.01% 2189
2024
Q1 		$14.3K Buy
280
+63
+29% +$2.85K ﹤0.01% 2171
2023
Q4 		$9.87K Buy
+217
New +$9.01K ﹤0.01% 2250

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return