Whalen Wealth Management’s Atkore ATKR Stock Holding History

Whalen Wealth Management’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,586	Closed	-$414K	–	120
2023 Q4	$414K	Buy	+2,586	New	+$357K	0.37%	72

Other funds holding ATKR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Whalen Wealth Management's ATKR Position: Q1 2024 in Review

Whalen Wealth Management sold out of Atkore (ATKR) in Q1 2024, closing a stake of 2,586 shares — an estimated $414K sold.

Whalen Wealth Management first reported a position in ATKR in Q4 2023 and held it in 1 quarter. The position peaked at $414K in Q4 2023. 457 funds tracked by Wall St. Rank hold ATKR as of Q1 2024.

Whalen Wealth Management reported no remaining Atkore position as of Q1 2024 after selling out during the quarter.
Whalen Wealth Management sold 2,586 Atkore shares in Q1 2024, an estimated $414K.
Whalen Wealth Management first reported a position in Atkore in Q4 2023 and held it in 1 quarter.
Whalen Wealth Management's Atkore position peaked at $414K in Q4 2023.
457 funds tracked by Wall St. Rank held Atkore as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.