TIA
ATI icon

Trust Investment Advisors’s ATI ATI Stock Holding History

Trust Investment 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
2024
Q4 		– Sell
-3,250
Closed -$217K – 111
2024
Q3 		$217K Sell
3,250
-820
-20% -$50.9K 0.14% 113
2024
Q2 		$226K Buy
+4,070
New +$228K 0.14% 91
2023
Q2 		– Sell
-5,789
Closed -$228K – 98
2023
Q1 		$228K Buy
+5,789
New +$219K 0.2% 81

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DC
Dendur Capital New York $1.36B AUM 38.43% 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

Trust Investment Advisors's ATI Position: Q4 2024 in Review

Trust Investment Advisors sold out of ATI (ATI) in Q4 2024, closing a stake of 3,250 shares — an estimated $217K sold.

Trust Investment Advisors first reported a position in ATI in Q1 2023 and held it in 3 quarters. The position peaked at $228K in Q1 2023. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Trust Investment Advisors reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
  • Trust Investment Advisors sold 3,250 ATI shares in Q4 2024, an estimated $217K.
  • Trust Investment Advisors first reported a position in ATI in Q1 2023 and held it in 3 quarters.
  • Trust Investment Advisors's ATI position peaked at $228K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Trust Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.