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SFMG Wealth Advisors’s Atkore ATKR Stock Holding History

SFMG Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,769
Closed -$239K – 275
2024
Q2 		$239K Hold
1,769
– – 0.02% 218
2024
Q1 		$337K Sell
1,769
-89
-5% -$14.2K 0.03% 187
2023
Q4 		$297K Buy
1,858
+1
+0.1% +$138 0.03% 195
2023
Q3 		$277K Hold
1,857
– – 0.03% 188
2023
Q2 		$290K Buy
1,857
+40
+2% +$5.25K 0.03% 182
2023
Q1 		$255K Hold
1,817
– – 0.03% 202
2022
Q4 		$206K Buy
+1,817
New +$190K 0.02% 227

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFMG Wealth Advisors's ATKR Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of Atkore (ATKR) in Q3 2024, closing a stake of 1,769 shares — an estimated $239K sold.

SFMG Wealth Advisors first reported a position in ATKR in Q4 2022 and held it in 7 quarters. The position peaked at $337K in Q1 2024. 370 funds tracked by Wall St. Rank hold ATKR as of Q3 2024.

  • SFMG Wealth Advisors reported no remaining Atkore position as of Q3 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,769 Atkore shares in Q3 2024, an estimated $239K.
  • SFMG Wealth Advisors first reported a position in Atkore in Q4 2022 and held it in 7 quarters.
  • SFMG Wealth Advisors's Atkore position peaked at $337K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Atkore as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.