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Williamson Legacy Group’s ATI ATI Stock Holding History

Williamson Legacy Group’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
Q4 		– Sell
-14,395
Closed -$963K – 117
2024
Q3 		$963K Buy
+14,395
New +$894K 0.64% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Williamson Legacy Group's ATI Position: Q4 2024 in Review

Williamson Legacy Group sold out of ATI (ATI) in Q4 2024, closing a stake of 14,395 shares — an estimated $963K sold.

Williamson Legacy Group first reported a position in ATI in Q3 2024 and held it in 1 quarter. The position peaked at $963K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Williamson Legacy Group reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 14,395 ATI shares in Q4 2024, an estimated $963K.
  • Williamson Legacy Group first reported a position in ATI in Q3 2024 and held it in 1 quarter.
  • Williamson Legacy Group's ATI position peaked at $963K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.