Wealthspire Advisors (Maryland)’s ATI ATI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-105	Closed	-$3K	–	575
2019 Q1	$3K	Buy	105 +72	+218%	+$1.9K	﹤0.01%	1971
2018 Q4	$1K	Sell	33 -28	-46%	-$726	﹤0.01%	2219
2018 Q3	$2K	Hold	61	–	–	﹤0.01%	2127
2018 Q2	$2K	Hold	61	–	–	﹤0.01%	2120
2018 Q1	$1K	Sell	61 -40	-40%	-$1.07K	﹤0.01%	2296
2017 Q4	$2K	Buy	101 +12	+13%	+$286	﹤0.01%	2085
2017 Q3	$2K	Sell	89 -4	-4%	-$79	﹤0.01%	1956
2017 Q2	$2K	Hold	93	–	–	﹤0.01%	1961
2017 Q1	$2K	Buy	93 +67	+258%	+$1.26K	﹤0.01%	1672
2016 Q4	$0	Hold	26	–	–	﹤0.01%	1748
2016 Q3	$0	Hold	26	–	–	﹤0.01%	1728
2016 Q2	$0	Hold	26	–	–	﹤0.01%	1689
2016 Q1	$0	Sell	26 -51	-66%	-$621	﹤0.01%	1743
2015 Q4	$1K	Buy	+77	New	+$1.06K	﹤0.01%	1593

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ATI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ATI (ATI) in Q2 2019, closing a stake of 105 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in ATI in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q1 2019. 288 funds tracked by Wall St. Rank hold ATI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ATI position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 105 ATI shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in ATI in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s ATI position peaked at $3K in Q1 2019.
288 funds tracked by Wall St. Rank held ATI as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.