TCI Wealth Advisors’s ATI ATI Stock Holding History

TCI 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 Q2	–	Sell	-477	Closed	-$18.8K	–	364
2023 Q1	$18.8K	Buy	477 +204	+75%	+$7.7K	﹤0.01%	743
2022 Q4	$8.15K	Buy	273 +1	+0.4%	+$29	﹤0.01%	1222
2022 Q3	$7K	Buy	272 +6	+2%	+$167	﹤0.01%	1220
2022 Q2	$6K	Hold	266	–	–	﹤0.01%	1318
2022 Q1	$7K	Hold	266	–	–	﹤0.01%	1293
2021 Q4	$4K	Buy	266 +59	+29%	+$947	﹤0.01%	1775
2021 Q3	$3K	Buy	207 +51	+33%	+$965	﹤0.01%	1899
2021 Q2	$3K	Buy	156 +18	+13%	+$413	﹤0.01%	1703
2021 Q1	$3K	Buy	+138	New	+$2.7K	﹤0.01%	1485
2020 Q1	–	Sell	-277	Closed	-$6K	–	1466
2019 Q4	$6K	Hold	277	–	–	﹤0.01%	797
2019 Q3	$6K	Hold	277	–	–	﹤0.01%	749
2019 Q2	$7K	Hold	277	–	–	﹤0.01%	687
2019 Q1	$7K	Sell	277 -111	-29%	-$2.92K	﹤0.01%	696
2018 Q4	$8K	Hold	388	–	–	﹤0.01%	665
2018 Q3	$11K	Hold	388	–	–	﹤0.01%	616
2018 Q2	$10K	Hold	388	–	–	﹤0.01%	634
2018 Q1	$9K	Hold	388	–	–	﹤0.01%	634
2017 Q4	$9K	Hold	388	–	–	﹤0.01%	649
2017 Q3	$9K	Hold	388	–	–	﹤0.01%	612
2017 Q2	$7K	Hold	388	–	–	﹤0.01%	655
2017 Q1	$7K	Buy	388 +111	+40%	+$2.09K	﹤0.01%	638
2016 Q4	$4K	Sell	277 -144	-34%	-$2.39K	﹤0.01%	803
2016 Q3	$8K	Buy	421 +144	+52%	+$2.39K	﹤0.01%	623
2016 Q2	$4K	Buy	+277	New	+$3.96K	﹤0.01%	750

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's ATI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ATI (ATI) in Q2 2023, closing a stake of 477 shares — an estimated $18.8K sold.

TCI Wealth Advisors first reported a position in ATI in Q2 2016 and held it in 24 quarters. The position peaked at $18.8K in Q1 2023. 329 funds tracked by Wall St. Rank hold ATI as of Q2 2023.

TCI Wealth Advisors reported no remaining ATI position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 477 ATI shares in Q2 2023, an estimated $18.8K.
TCI Wealth Advisors first reported a position in ATI in Q2 2016 and held it in 24 quarters.
TCI Wealth Advisors's ATI position peaked at $18.8K in Q1 2023.
329 funds tracked by Wall St. Rank held ATI as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.