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Steward Financial Group’s ATI ATI Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+80
New +$3.56K ﹤0.01% 792
2023
Q2 		– Sell
-83
Closed -$3K – 467
2023
Q1 		$3K Buy
83
+47
+131% +$1.77K ﹤0.01% 388
2022
Q4 		$1K Buy
+36
New +$1.05K ﹤0.01% 377
2022
Q3 		– Sell
-6
Closed – – 149
2022
Q2 		$0 Buy
+6
New +$158 ﹤0.01% 969

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's ATI Position: Q3 2023 in Review

Steward Financial Group opened a new position in ATI (ATI) in Q3 2023: 80 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ATI as recently as Q1 2023.

Steward Financial Group first reported a position in ATI in Q2 2022 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold ATI as of Q3 2023.

  • Steward Financial Group held 80 shares of ATI worth $3K as of Q3 2023.
  • ATI was a new Steward Financial Group position in Q3 2023.
  • ATI made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #792 holding.
  • Steward Financial Group first reported a position in ATI in Q2 2022 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held ATI as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.