TFO Wealth Partners’s Atkore ATKR Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$190	–	116
2024 Q1	$190	Sell	1 -8	-89%	-$1.28K	﹤0.01%	504
2023 Q4	$1.44K	Buy	9 +6	+200%	+$828	﹤0.01%	159
2023 Q3	$468	Buy	3 +2	+200%	+$302	﹤0.01%	474
2023 Q2	$156	Hold	1	–	–	﹤0.01%	571
2023 Q1	$140	Sell	1 -8	-89%	-$1.08K	﹤0.01%	570
2022 Q4	$208	Buy	+9	New	+$942	﹤0.01%	623

Other funds holding ATKR

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

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

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

TFO Wealth Partners sold out of Atkore (ATKR) in Q2 2024, closing a stake of 1 share — an estimated $190 sold.

TFO Wealth Partners first reported a position in ATKR in Q4 2022 and held it in 6 quarters. The position peaked at $1.44K in Q4 2023. 452 funds tracked by Wall St. Rank hold ATKR as of Q2 2024.

TFO Wealth Partners reported no remaining Atkore position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Atkore share in Q2 2024, an estimated $190.
TFO Wealth Partners first reported a position in Atkore in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Atkore position peaked at $1.44K in Q4 2023.
452 funds tracked by Wall St. Rank held Atkore as of Q2 2024.

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