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Westover Capital Advisors’s ATI ATI Stock Holding History

Westover Capital 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
2024
Q1 		– Sell
-5,963
Closed -$271K – 189
2023
Q4 		$271K Sell
5,963
-625
-9% -$26K 0.09% 148
2023
Q3 		$271K Hold
6,588
– – 0.1% 146
2023
Q2 		$291K Sell
6,588
-133
-2% -$5.09K 0.1% 143
2023
Q1 		$265K Sell
6,721
-45
-0.7% -$1.7K 0.1% 139
2022
Q4 		$202K Buy
+6,766
New +$198K 0.08% 145
2019
Q2 		– Sell
-8,729
Closed -$223K – 137
2019
Q1 		$223K Buy
+8,729
New +$230K 0.12% 123
2018
Q4 		– Sell
-12,199
Closed -$360K – 112
2018
Q3 		$360K Sell
12,199
-500
-4% -$13.4K 0.18% 87
2018
Q2 		$319K Sell
12,699
-520
-4% -$14.1K 0.17% 88
2018
Q1 		$313K Hold
13,219
– – 0.17% 93
2017
Q4 		$319K Sell
13,219
-35
-0.3% -$833 0.18% 99
2017
Q3 		$317K Buy
+13,254
New +$262K 0.19% 94

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westover Capital Advisors's ATI Position: Q1 2024 in Review

Westover Capital Advisors sold out of ATI (ATI) in Q1 2024, closing a stake of 5,963 shares — an estimated $271K sold.

Westover Capital Advisors first reported a position in ATI in Q3 2017 and held it in 11 quarters. The position peaked at $360K in Q3 2018. 345 funds tracked by Wall St. Rank hold ATI as of Q1 2024.

  • Westover Capital Advisors reported no remaining ATI position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 5,963 ATI shares in Q1 2024, an estimated $271K.
  • Westover Capital Advisors first reported a position in ATI in Q3 2017 and held it in 11 quarters.
  • Westover Capital Advisors's ATI position peaked at $360K in Q3 2018.
  • 345 funds tracked by Wall St. Rank held ATI as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.