WAP
ATI icon

Wealthcare Advisory Partners’s ATI ATI Stock Holding History

Wealthcare Advisory Partners’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
2022
Q2 		– Sell
-10,227
Closed -$274K – 569
2022
Q1 		$274K Buy
10,227
+209
+2% +$4.84K 0.02% 442
2021
Q4 		$160K Sell
10,018
-880
-8% -$14.1K 0.01% 558
2021
Q3 		$181K Buy
+10,898
New +$206K 0.01% 526
2021
Q2 		– Sell
-8,545
Closed -$180K – 639
2021
Q1 		$180K Buy
+8,545
New +$167K 0.01% 507
2018
Q2 		– Sell
-60
Closed – – 1228
2018
Q1 		$0 Hold
60
– – ﹤0.01% 1079
2017
Q4 		$1K Hold
60
– – ﹤0.01% 965
2017
Q3 		$1K Buy
+60
New +$1.19K ﹤0.01% 796

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's ATI Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of ATI (ATI) in Q2 2022, closing a stake of 10,227 shares — an estimated $274K sold.

Wealthcare Advisory Partners first reported a position in ATI in Q3 2017 and held it in 7 quarters. The position peaked at $274K in Q1 2022. 266 funds tracked by Wall St. Rank hold ATI as of Q2 2022.

  • Wealthcare Advisory Partners reported no remaining ATI position as of Q2 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,227 ATI shares in Q2 2022, an estimated $274K.
  • Wealthcare Advisory Partners first reported a position in ATI in Q3 2017 and held it in 7 quarters.
  • Wealthcare Advisory Partners's ATI position peaked at $274K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held ATI as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.