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Sutton Wealth Advisors’s ATI ATI Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,851
Closed -$55.3K – 868
2022
Q4 		$55.3K Buy
1,851
+139
+8% +$4.07K 0.02% 362
2022
Q3 		$45.6K Hold
1,712
– – 0.02% 397
2022
Q2 		$38.9K Hold
1,712
– – 0.02% 449
2022
Q1 		$46K Hold
1,712
– – 0.02% 428
2021
Q4 		$27.3K Buy
1,712
+34
+2% +$546 0.01% 618
2021
Q3 		$27.9K Hold
1,678
– – 0.01% 592
2021
Q2 		$35K Hold
1,678
– – 0.01% 517
2021
Q1 		$35.3K Hold
1,678
– – 0.01% 492
2020
Q4 		$28.1K Buy
1,678
+71
+4% +$902 0.01% 516
2020
Q3 		$14K Buy
+1,607
New +$14.8K 0.01% 647

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's ATI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of ATI (ATI) in Q1 2023, closing a stake of 1,851 shares — an estimated $55.3K sold.

Sutton Wealth Advisors first reported a position in ATI in Q3 2020 and held it in 10 quarters. The position peaked at $55.3K in Q4 2022. 338 funds tracked by Wall St. Rank hold ATI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining ATI position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,851 ATI shares in Q1 2023, an estimated $55.3K.
  • Sutton Wealth Advisors first reported a position in ATI in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's ATI position peaked at $55.3K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held ATI as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.