AWA
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Arkadios Wealth Advisors’s Aterian ATER Stock Holding History

Arkadios Wealth Advisors’s Portfolio ATER Stock Details ATER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,375
Closed -$14.1K – 736
2023
Q4 		$14.1K Sell
3,375
-2,897
-46% -$11.2K ﹤0.01% 703
2023
Q3 		$24.6K Sell
6,272
-3,263
-34% -$16.9K ﹤0.01% 664
2023
Q2 		$52.6K Buy
9,535
+6,254
+191% +$48.7K 0.01% 595
2023
Q1 		$33.9K Buy
+3,281
New +$43.9K ﹤0.01% 595
2021
Q4 		– Sell
-802
Closed -$104K – 656
2021
Q3 		$104K Sell
802
-12,046
-94% -$1.34M 0.02% 678
2021
Q2 		$2.25M Buy
12,848
+11,120
+644% +$2.6M 0.27% 99
2021
Q1 		$611K Buy
1,728
+867
+101% +$334K 0.1% 219
2020
Q4 		$177K Sell
861
-2,541
-75% -$293K 0.04% 342
2020
Q3 		$358K Buy
+3,402
New +$300K 0.18% 123

Other funds holding ATER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Arkadios Wealth Advisors's ATER Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Aterian (ATER) in Q1 2024, closing a stake of 3,375 shares — an estimated $14.1K sold.

Arkadios Wealth Advisors first reported a position in ATER in Q3 2020 and held it in 9 quarters. The position peaked at $2.25M in Q2 2021. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,375 Aterian shares in Q1 2024, an estimated $14.1K.
  • Arkadios Wealth Advisors first reported a position in Aterian in Q3 2020 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Aterian position peaked at $2.25M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.