Valley National Advisers’s ATI ATI Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-55	Closed	-$3K	–	766
2024 Q2	$3K	Buy	55 +5	+10%	+$280	﹤0.01%	814
2024 Q1	$2K	Sell	50 -5	-9%	-$226	﹤0.01%	929
2023 Q4	$2K	Buy	+55	New	+$2.28K	﹤0.01%	912
2020 Q3	–	Sell	-84	Closed	-$1K	–	772
2020 Q2	$1K	Sell	84 -35	-29%	-$303	﹤0.01%	691
2020 Q1	$1K	Hold	119	–	–	﹤0.01%	672
2019 Q4	$2K	Hold	119	–	–	﹤0.01%	673
2019 Q3	$2K	Hold	119	–	–	﹤0.01%	665
2019 Q2	$3K	Hold	119	–	–	﹤0.01%	592
2019 Q1	$3K	Buy	119 +84	+240%	+$2.21K	﹤0.01%	595
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	691
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	618
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	594
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	572
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	586
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	584
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	546
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	550
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	584
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	559
2016 Q2	$0	Buy	+35	New	+$501	﹤0.01%	609
2015 Q4	–	Sell	-58	Closed	-$1K	–	591
2015 Q3	$1K	Hold	58	–	–	﹤0.01%	556
2015 Q2	$2K	Buy	+58	New	+$1.92K	﹤0.01%	520

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley National Advisers's ATI Position: Q3 2024 in Review

Valley National Advisers sold out of ATI (ATI) in Q3 2024, closing a stake of 55 shares — an estimated $3K sold.

Valley National Advisers first reported a position in ATI in Q2 2015 and held it in 22 quarters. The position peaked at $3K in Q2 2024. 421 funds tracked by Wall St. Rank hold ATI as of Q3 2024.

Valley National Advisers reported no remaining ATI position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 55 ATI shares in Q3 2024, an estimated $3K.
Valley National Advisers first reported a position in ATI in Q2 2015 and held it in 22 quarters.
Valley National Advisers's ATI position peaked at $3K in Q2 2024.
421 funds tracked by Wall St. Rank held ATI as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.