UCFA
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United Capital Financial Advisors’s ATI ATI Stock Holding History

United Capital Financial 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
2026
Q1 		$260K Buy
+1,789
New +$249K ﹤0.01% 1427
2019
Q2 		– Sell
-28,397
Closed -$726K – 1466
2019
Q1 		$726K Buy
+28,397
New +$748K 0.01% 867
2015
Q3 		– Sell
-137,417
Closed -$4.15M – 1243
2015
Q2 		$4.15M Buy
137,417
+1,280
+0.9% +$42.3K 0.05% 386
2015
Q1 		$4.63M Buy
136,137
+15,076
+12% +$469K 0.06% 351
2014
Q4 		$4.21M Sell
121,061
-1,438
-1% -$47.5K 0.06% 282
2014
Q3 		$4.54M Buy
122,499
+6,737
+6% +$283K 0.08% 274
2014
Q2 		$5.22M Buy
115,762
+617
+0.5% +$25.3K 0.1% 233
2014
Q1 		$4.34M Buy
115,145
+2,378
+2% +$79.9K 0.09% 225
2013
Q4 		$4.02M Sell
112,767
-24,221
-18% -$797K 0.14% 160
2013
Q3 		$4.18M Buy
136,988
+4,458
+3% +$125K 0.13% 166
2013
Q2 		$3.49M Buy
+132,530
New +$3.73M 0.09% 236

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return