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Valeo Financial Advisors’s ATI ATI Stock Holding History

Valeo 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
2021
Q2 		– Sell
-468
Closed -$10K – 615
2021
Q1 		$10K Buy
+468
New +$9.15K ﹤0.01% 1351
2018
Q4 		– Sell
-110
Closed -$3K – 1483
2018
Q3 		$3K Hold
110
– – ﹤0.01% 1322
2018
Q2 		$3K Sell
110
-3
-3% -$81 ﹤0.01% 1236
2018
Q1 		$3K Hold
113
– – ﹤0.01% 1235
2017
Q4 		$3K Hold
113
– – ﹤0.01% 1102
2017
Q3 		$3K Buy
+113
New +$2.23K ﹤0.01% 942

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

Valeo Financial Advisors's ATI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ATI (ATI) in Q2 2021, closing a stake of 468 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in ATI in Q3 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 237 funds tracked by Wall St. Rank hold ATI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ATI position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 468 ATI shares in Q2 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in ATI in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's ATI position peaked at $10K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held ATI as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.