S&P SmallCap Index Fund ATI Holdings History
Number of Shares
4,860.00
Current Holdings Value*
$282,660.00
% of Portfolio
0.56%
Total Estimate Gain
$401,015.00
% of Total Estimate Gain
213.79%
S&P SmallCap Index Fund's ATI Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 4,860.00 shares of ATI Inc(ATI), totaling $282,660.00. This investment constitutes 0.56% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding ATI Inc(ATI) stock.
The initial trade took place in 2021Q2. In addition, there have been 10 sales at an average price of $44.03 for 3,510.00 shares. Based on historical transaction data and ATI's current price of $89.31, S&P SmallCap Index Fund's estimated gain on his ATI holdings is $401,015.00, reflecting a 213.79% gain to date.
S&P SmallCap Index Fund ATI ($89.31) Holding Chart
S&P SmallCap Index Fund ATI ($89.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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