Rise Advisors’s ATI ATI Stock Holding History

Rise 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
2025 Q1	–	Sell	-264	Closed	-$14.5K	–	1507
2024 Q4	$14.5K	Hold	264	–	–	0.01%	842
2024 Q3	$17.7K	Hold	264	–	–	0.01%	769
2024 Q2	$14.6K	Hold	264	–	–	0.01%	839
2024 Q1	$13.5K	Buy	+264	New	+$11.9K	0.01%	931

Other funds holding ATI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rise Advisors's ATI Position: Q1 2025 in Review

Rise Advisors sold out of ATI (ATI) in Q1 2025, closing a stake of 264 shares — an estimated $14.5K sold.

Rise Advisors first reported a position in ATI in Q1 2024 and held it in 4 quarters. The position peaked at $17.7K in Q3 2024. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

Rise Advisors reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 264 ATI shares in Q1 2025, an estimated $14.5K.
Rise Advisors first reported a position in ATI in Q1 2024 and held it in 4 quarters.
Rise Advisors's ATI position peaked at $17.7K in Q3 2024.
426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.