TI
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tru Independence’s ATI ATI Stock Holding History

tru Independence’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
2021
Q2 		– Sell
-225,590
Closed -$4.75M – 283
2021
Q1 		$4.75M Buy
+225,590
New +$4.41M 0.9% 47
2020
Q3 		– Sell
-293,615
Closed -$2.99K – 352
2020
Q2 		$2.99K Buy
293,615
+120,825
+70% +$1.05M 0.43% 61
2020
Q1 		$2.44K Sell
172,790
-293,240
-63% -$4.68M 0.4% 67
2019
Q4 		$8.49M Buy
+466,030
New +$10.1M 1.22% 24

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

tru Independence's ATI Position: Q2 2021 in Review

tru Independence sold out of ATI (ATI) in Q2 2021, closing a stake of 225,590 shares — an estimated $4.75M sold.

tru Independence first reported a position in ATI in Q4 2019 and held it in 4 quarters. The position peaked at $8.49M in Q4 2019. 237 funds tracked by Wall St. Rank hold ATI as of Q2 2021.

  • tru Independence reported no remaining ATI position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 225,590 ATI shares in Q2 2021, an estimated $4.75M.
  • tru Independence first reported a position in ATI in Q4 2019 and held it in 4 quarters.
  • tru Independence's ATI position peaked at $8.49M in Q4 2019.
  • 237 funds tracked by Wall St. Rank held ATI as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.