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Sowell Financial Services’s ATI ATI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,273
Closed -$31K – 676
2021
Q1 		$31K Buy
1,273
+479
+60% +$9.37K ﹤0.01% 1850
2020
Q4 		$13K Hold
794
– – ﹤0.01% 1902
2020
Q3 		$7K Hold
794
– – ﹤0.01% 1897
2020
Q2 		$8K Sell
794
-1,321
-62% -$11.5K ﹤0.01% 1753
2020
Q1 		$18K Hold
2,115
– – ﹤0.01% 1418
2019
Q4 		$44K Buy
2,115
+1,296
+158% +$28.1K ﹤0.01% 1182
2019
Q3 		$17K Buy
+819
New +$17.3K ﹤0.01% 1335
2017
Q1 		– Sell
-1,695
Closed -$37K – 272
2016
Q4 		$37K Buy
+1,695
New +$28.2K 0.01% 367

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's ATI Position: Q2 2021 in Review

Sowell Financial Services sold out of ATI (ATI) in Q2 2021, closing a stake of 1,273 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in ATI in Q4 2016 and held it in 8 quarters. The position peaked at $44K in Q4 2019. 237 funds tracked by Wall St. Rank hold ATI as of Q2 2021.

  • Sowell Financial Services reported no remaining ATI position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,273 ATI shares in Q2 2021, an estimated $31K.
  • Sowell Financial Services first reported a position in ATI in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's ATI position peaked at $44K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held ATI as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.