Waverly Advisors’s ATI ATI Stock Holding History

Waverly 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
2025 Q2	$6.38M	Sell
2025 Q1	$3.87M	Buy
2014 Q4	–	Sell
2014 Q3	$7K	Hold
2014 Q2	$9K	Sell
2014 Q1	$10K	Sell
2013 Q4	$140K	Buy
2013 Q3	$113K	Buy