Rational Advisors’s ATI ATI Stock Holding History

Rational 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
2026 Q1	$1M	Sell	6,900 -26,500	-79%	-$3.69M	0.1%	89
2025 Q4	$3.83M	Buy	+33,400	New	+$3.25M	0.39%	52
2024 Q1	–	Sell	-33,300	Closed	-$1.51M	–	209
2023 Q4	$1.51M	Buy	33,300 +18,900	+131%	+$785K	0.15%	66
2023 Q3	$593K	Sell	14,400 -23,200	-62%	-$1.03M	0.05%	83
2023 Q2	$1.66M	Sell	37,600 -4,535	-11%	-$173K	0.14%	69
2023 Q1	$1.66M	Buy	+42,135	New	+$1.59M	0.14%	69
2018 Q1	–	Sell	-33,028	Closed	-$797K	–	511
2017 Q4	$797K	Buy	+33,028	New	+$786K	0.41%	94
2015 Q1	–	Sell	-80	Closed	-$3K	–	486
2014 Q4	$3K	Buy	+80	New	+$2.64K	﹤0.01%	518
2013 Q4	$4K	Sell	120 -8	-6%	-$263	﹤0.01%	856
2013 Q3	$4K	Hold	128	–	–	﹤0.01%	881
2013 Q2	$3K	Buy	+128	New	+$3.61K	﹤0.01%	886

Other funds holding ATI

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

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

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 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 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