TRUE Private Wealth Advisors’s ATS Corp ATS Stock Holding History

TRUE Private Wealth Advisors’s Portfolio ATS Stock Details ATS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$341K	Hold	12,080	–	–	0.03%	203
2025 Q4	$333K	Hold	12,080	–	–	0.03%	200
2025 Q3	$316K	Hold	12,080	–	–	0.03%	202
2025 Q2	$385K	Hold	12,080	–	–	0.04%	178
2025 Q1	$301K	Hold	12,080	–	–	0.04%	181
2024 Q4	$368K	Sell	12,080 -243	-2%	-$7.38K	0.04%	158
2024 Q3	$358K	Hold	12,323	–	–	0.04%	151
2024 Q2	$398K	Hold	12,323	–	–	0.05%	192
2024 Q1	$416K	Hold	12,323	–	–	0.05%	189
2023 Q4	$531K	Hold	12,323	–	–	0.07%	148
2023 Q3	$525K	Hold	12,323	–	–	0.07%	137
2023 Q2	$568K	Buy	+12,323	New	+$554K	0.08%	119

Other funds holding ATS

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return