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TFO Wealth Partners’s ATI ATI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$205 – 115
2024
Q1 		$205 Hold
4
– – ﹤0.01% 482
2023
Q4 		$182 Hold
4
– – ﹤0.01% 668
2023
Q3 		$177 Hold
4
– – ﹤0.01% 859
2023
Q2 		$177 Hold
4
– – ﹤0.01% 541
2023
Q1 		$158 Sell
4
-46
-92% -$1.74K ﹤0.01% 543
2022
Q4 		$4.41K Buy
+50
New +$1.46K ﹤0.01% 182

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's ATI Position: Q2 2024 in Review

TFO Wealth Partners sold out of ATI (ATI) in Q2 2024, closing a stake of 4 shares — an estimated $205 sold.

TFO Wealth Partners first reported a position in ATI in Q4 2022 and held it in 6 quarters. The position peaked at $4.41K in Q4 2022. 403 funds tracked by Wall St. Rank hold ATI as of Q2 2024.

  • TFO Wealth Partners reported no remaining ATI position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 ATI shares in Q2 2024, an estimated $205.
  • TFO Wealth Partners first reported a position in ATI in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's ATI position peaked at $4.41K in Q4 2022.
  • 403 funds tracked by Wall St. Rank held ATI as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.