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TRUE Private Wealth Advisors’s ATI ATI Stock Holding History

TRUE Private 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
2020
Q3 		– Sell
-1,421
Closed -$14K – 691
2020
Q2 		$14K Hold
1,421
– – ﹤0.01% 440
2020
Q1 		$12K Buy
1,421
+884
+165% +$14.1K ﹤0.01% 419
2019
Q4 		$11K Buy
+537
New +$11.6K ﹤0.01% 579

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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

TRUE Private Wealth Advisors's ATI Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of ATI (ATI) in Q3 2020, closing a stake of 1,421 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in ATI in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 223 funds tracked by Wall St. Rank hold ATI as of Q3 2020.

  • TRUE Private Wealth Advisors reported no remaining ATI position as of Q3 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,421 ATI shares in Q3 2020, an estimated $14K.
  • TRUE Private Wealth Advisors first reported a position in ATI in Q4 2019 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's ATI position peaked at $14K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held ATI as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.