Spire Wealth Management’s ATI ATI Stock Holding History

Spire Wealth Management’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
2026 Q3	$6.11M	Sell	32,237 -1,198	-4%	-$239K	0.19%	116
2026 Q2	$6.59M	Sell	33,435 -161	-0.5%	-$27.3K	0.2%	108
2026 Q1	$4.89M	Buy	+33,596	New	+$4.68M	0.17%	131
2024 Q3	–	Sell	-300	Closed	-$16.6K	–	2166
2024 Q2	$16.6K	Hold	300	–	–	﹤0.01%	1506
2024 Q1	$15.4K	Buy	+300	New	+$13.6K	﹤0.01%	1593
2023 Q4	–	Sell	-300	Closed	-$12.3K	–	2366
2023 Q3	$12.3K	Hold	300	–	–	﹤0.01%	1662
2023 Q2	$13.3K	Hold	300	–	–	﹤0.01%	1724
2023 Q1	$11.8K	Buy	+300	New	+$11.3K	﹤0.01%	1785

Other funds holding ATI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Spire Wealth Management's ATI Position: Q3 2026 in Review

Spire Wealth Management reduced its ATI (ATI) stake by 3.6% in Q3 2026, selling an estimated $239K and leaving 32,237 shares worth $6.11M. The position accounts for 0.19% of the portfolio, ranked #116.

Spire Wealth Management first reported a position in ATI in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.59M in Q2 2026. 422 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Spire Wealth Management held 32,237 shares of ATI worth $6.11M as of Q3 2026.
Spire Wealth Management sold 1,198 ATI shares in Q3 2026, an estimated $239K.
ATI made up 0.19% of Spire Wealth Management's portfolio in Q3 2026, its #116 holding.
Spire Wealth Management first reported a position in ATI in Q1 2023 and has held it in 8 quarters since.
Spire Wealth Management's ATI position peaked at $6.59M in Q2 2026.
422 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.