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Amplius Wealth Advisors’s Atomera ATOM Stock Holding History

Amplius Wealth Advisors’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-292
Closed -$5K – 227
2021
Q4 		$5K Buy
+292
New +$6.86K ﹤0.01% 700

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAIM
Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Amplius Wealth Advisors's ATOM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Atomera (ATOM) in Q1 2022, closing a stake of 292 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in ATOM in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 74 funds tracked by Wall St. Rank hold ATOM as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Atomera position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 292 Atomera shares in Q1 2022, an estimated $5K.
  • Amplius Wealth Advisors first reported a position in Atomera in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Atomera position peaked at $5K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Atomera as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.