RFS
ATE

Richardson Financial Services’s Advantest Corp ATE Stock Holding History

Richardson Financial Services’s Portfolio ATE Stock Details ATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$662 – 643
2025
Q1 		$662 Hold
15
– – ﹤0.01% 552
2024
Q4 		$853 Hold
15
– – ﹤0.01% 541
2024
Q3 		$710 Buy
+15
New +$710 ﹤0.01% 581

Other funds holding ATE

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Richardson Financial Services's ATE Position: Q2 2025 in Review

Richardson Financial Services sold out of Advantest Corp (ATE) in Q2 2025, closing a stake of 15 shares — an estimated $662 sold.

Richardson Financial Services first reported a position in ATE in Q3 2024 and held it in 3 quarters. The position peaked at $853 in Q4 2024. 14 funds tracked by Wall St. Rank hold ATE as of Q2 2025.

  • Richardson Financial Services reported no remaining Advantest Corp position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 15 Advantest Corp shares in Q2 2025, an estimated $662.
  • Richardson Financial Services first reported a position in Advantest Corp in Q3 2024 and held it in 3 quarters.
  • Richardson Financial Services's Advantest Corp position peaked at $853 in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Advantest Corp as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.