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Symphony Financial’s ATI ATI Stock Holding History

Symphony Financial’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
Q1 		– Sell
-8,517
Closed -$289K – 196
2020
Q4 		$289K Sell
8,517
-6,500
-43% -$82.6K 0.1% 129
2020
Q3 		$351K Hold
15,017
– – 0.14% 99
2020
Q2 		$381K Hold
15,017
– – 0.18% 96
2020
Q1 		$364K Buy
+15,017
New +$240K 0.25% 62

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Symphony Financial's ATI Position: Q1 2021 in Review

Symphony Financial sold out of ATI (ATI) in Q1 2021, closing a stake of 8,517 shares — an estimated $289K sold.

Symphony Financial first reported a position in ATI in Q1 2020 and held it in 4 quarters. The position peaked at $381K in Q2 2020. 233 funds tracked by Wall St. Rank hold ATI as of Q1 2021.

  • Symphony Financial reported no remaining ATI position as of Q1 2021 after selling out during the quarter.
  • Symphony Financial sold 8,517 ATI shares in Q1 2021, an estimated $289K.
  • Symphony Financial first reported a position in ATI in Q1 2020 and held it in 4 quarters.
  • Symphony Financial's ATI position peaked at $381K in Q2 2020.
  • 233 funds tracked by Wall St. Rank held ATI as of Q1 2021.

Based on Symphony Financial's 13F filing for Q1 2021, filed 15 Apr 2021.