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B. Riley Wealth Advisors’s Aterian ATER Stock Holding History

B. Riley 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
Q2 		– Sell
-24,750
Closed -$8.09K – 1396
2024
Q1 		$8.09K Buy
24,750
+23,275
+1,578% +$99.1K ﹤0.01% 1438
2023
Q4 		$6.17K Sell
1,475
-588
-29% -$2.27K ﹤0.01% 1383
2023
Q3 		$8.09K Sell
2,063
-937
-31% -$4.85K ﹤0.01% 1438
2023
Q2 		$16.6K Sell
3,000
-183
-6% -$1.42K ﹤0.01% 1514
2023
Q1 		$32.9K Sell
3,183
-375
-11% -$5.02K ﹤0.01% 1457
2022
Q4 		$32.9K Sell
3,558
-417
-10% -$5.22K ﹤0.01% 1431
2022
Q3 		$60K Sell
3,975
-167
-4% -$4.86K ﹤0.01% 1372
2022
Q2 		$108K Sell
4,142
-161
-4% -$7.12K ﹤0.01% 1113
2022
Q1 		$126K Sell
4,303
-496
-10% -$18.2K ﹤0.01% 1270
2021
Q4 		$237K Sell
4,799
-870
-15% -$64.4K 0.01% 1190
2021
Q3 		$737K Sell
5,669
-6,450
-53% -$715K 0.02% 623
2021
Q2 		$2.13M Buy
+12,119
New +$2.83M 0.07% 320
2021
Q1 		– Sell
-14,675
Closed -$3.03M – 1349
2020
Q4 		$3.03M Sell
14,675
-1,508
-9% -$174K 0.16% 142
2020
Q3 		$1.6M Buy
16,183
+5,085
+46% +$449K 0.09% 237
2020
Q2 		$732K Buy
+11,098
New +$536K 0.05% 341

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

B. Riley Wealth Advisors's ATER Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Aterian (ATER) in Q2 2024, closing a stake of 24,750 shares — an estimated $8.09K sold.

B. Riley Wealth Advisors first reported a position in ATER in Q2 2020 and held it in 15 quarters. The position peaked at $3.03M in Q4 2020. 28 funds tracked by Wall St. Rank hold ATER as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Aterian position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,750 Aterian shares in Q2 2024, an estimated $8.09K.
  • B. Riley Wealth Advisors first reported a position in Aterian in Q2 2020 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Aterian position peaked at $3.03M in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Aterian as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.