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Squar Milner Financial Services’s ATI ATI Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-69
Closed -$1K – 761
2019
Q4 		$1K Buy
+69
New +$1.5K ﹤0.01% 777
2019
Q3 		– Sell
-69
Closed -$2K – 254
2019
Q2 		$2K Sell
69
-68
-50% -$1.66K ﹤0.01% 717
2019
Q1 		$3K Sell
137
-32
-19% -$843 ﹤0.01% 714
2018
Q4 		$4K Hold
169
– – ﹤0.01% 583
2018
Q3 		$5K Hold
169
– – ﹤0.01% 590
2018
Q2 		$4K Buy
+169
New +$4.57K ﹤0.01% 732

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Squar Milner Financial Services's ATI Position: Q1 2020 in Review

Squar Milner Financial Services sold out of ATI (ATI) in Q1 2020, closing a stake of 69 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in ATI in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 258 funds tracked by Wall St. Rank hold ATI as of Q1 2020.

  • Squar Milner Financial Services reported no remaining ATI position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 69 ATI shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in ATI in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's ATI position peaked at $5K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held ATI as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.