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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return