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Symphony Financial’s Atkore ATKR Stock Holding History

Symphony Financial’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,697
Closed -$515K – 189
2023
Q1 		$515K Sell
3,697
-3,723
-50% -$504K 0.13% 130
2022
Q4 		$854K Hold
7,420
– – 0.23% 84
2022
Q3 		$569K Hold
7,420
– – 0.19% 119
2022
Q2 		$620K Buy
+7,420
New +$737K 0.18% 112

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Symphony Financial's ATKR Position: Q2 2023 in Review

Symphony Financial sold out of Atkore (ATKR) in Q2 2023, closing a stake of 3,697 shares — an estimated $515K sold.

Symphony Financial first reported a position in ATKR in Q2 2022 and held it in 4 quarters. The position peaked at $854K in Q4 2022. 408 funds tracked by Wall St. Rank hold ATKR as of Q2 2023.

  • Symphony Financial reported no remaining Atkore position as of Q2 2023 after selling out during the quarter.
  • Symphony Financial sold 3,697 Atkore shares in Q2 2023, an estimated $515K.
  • Symphony Financial first reported a position in Atkore in Q2 2022 and held it in 4 quarters.
  • Symphony Financial's Atkore position peaked at $854K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Atkore as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.