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Register Financial Advisors’s ATI ATI Stock Holding History

Register Financial 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 		$4.34M Sell
29,853
-7,500
-20% -$1.04M 1.61% 9
2025
Q4 		$4.29M Hold
37,353
– – 1.67% 9
2025
Q3 		$3.04M Buy
37,353
+1,500
+4% +$122K 1.2% 17
2025
Q2 		$3.1M Sell
35,853
-15,400
-30% -$1.05M 1.35% 15
2025
Q1 		$2.67M Buy
51,253
+1,000
+2% +$56.8K 1.39% 13
2024
Q4 		$2.77M Hold
50,253
– – 1.39% 14
2024
Q3 		$3.36M Sell
50,253
-100
-0.2% -$6.21K 1.73% 12
2024
Q2 		$2.79M Sell
50,353
-10,800
-18% -$605K 1.41% 12
2024
Q1 		$3.13M Buy
61,153
+900
+1% +$40.7K 1.62% 12
2023
Q4 		$2.74M Sell
60,253
-1,100
-2% -$45.7K 1.83% 11
2023
Q3 		$2.52M Sell
61,353
-100
-0.2% -$4.44K 1.85% 10
2023
Q2 		$2.72M Sell
61,453
-300
-0.5% -$11.5K 1.94% 9
2023
Q1 		$2.44M Buy
61,753
+20,850
+51% +$787K 1.92% 10
2022
Q4 		$1.22M Buy
+40,903
New +$1.2M 0.78% 32

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