SWS
ATKR icon

SYSTM Wealth Solutions’s Atkore ATKR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-115
Closed -$15.5K – 131
2024
Q2 		$15.5K Sell
115
-3,253
-97% -$518K ﹤0.01% 406
2024
Q1 		$641K Buy
3,368
+153
+5% +$24.5K 0.08% 257
2023
Q4 		$514K Buy
3,215
+1,784
+125% +$246K 0.07% 267
2023
Q3 		$213K Sell
1,431
-191
-12% -$28.8K 0.03% 426
2023
Q2 		$253K Buy
+1,622
New +$213K 0.03% 414

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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's ATKR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Atkore (ATKR) in Q3 2024, closing a stake of 115 shares — an estimated $15.5K sold.

SYSTM Wealth Solutions first reported a position in ATKR in Q2 2023 and held it in 5 quarters. The position peaked at $641K in Q1 2024. 370 funds tracked by Wall St. Rank hold ATKR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Atkore position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 115 Atkore shares in Q3 2024, an estimated $15.5K.
  • SYSTM Wealth Solutions first reported a position in Atkore in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Atkore position peaked at $641K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Atkore as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.