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TCI Wealth Advisors’s Atkore ATKR Stock Holding History

TCI Wealth Advisors’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
-392
Closed -$55.1K – 365
2023
Q1 		$55.1K Hold
392
– – 0.01% 407
2022
Q4 		$44.5K Buy
392
+1
+0.3% +$105 0.01% 441
2022
Q3 		$30K Buy
391
+88
+29% +$7.61K ﹤0.01% 513
2022
Q2 		$25K Sell
303
-91
-23% -$9.04K ﹤0.01% 567
2022
Q1 		$39K Buy
394
+80
+25% +$8.3K 0.01% 472
2021
Q4 		$35K Buy
314
+51
+19% +$5.18K 0.01% 490
2021
Q3 		$23K Buy
263
+54
+26% +$4.5K ﹤0.01% 624
2021
Q2 		$15K Buy
209
+15
+8% +$1.14K ﹤0.01% 699
2021
Q1 		$14K Buy
+194
New +$11.7K 0.01% 679

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Atkore (ATKR) in Q2 2023, closing a stake of 392 shares — an estimated $55.1K sold.

TCI Wealth Advisors first reported a position in ATKR in Q1 2021 and held it in 9 quarters. The position peaked at $55.1K in Q1 2023. 406 funds tracked by Wall St. Rank hold ATKR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Atkore position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 392 Atkore shares in Q2 2023, an estimated $55.1K.
  • TCI Wealth Advisors first reported a position in Atkore in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Atkore position peaked at $55.1K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held Atkore as of Q2 2023.

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