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BerganKDV Wealth Management’s Aterian ATER Stock Holding History

BerganKDV Wealth Management’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
2022
Q1 		– Sell
-8
Closed – – 993
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1049
2021
Q3 		$1K Hold
8
– – ﹤0.01% 935
2021
Q2 		$1K Buy
+8
New +$1.87K ﹤0.01% 877

Other funds holding ATER

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's ATER Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Aterian (ATER) in Q1 2022, closing a stake of 8 shares.

BerganKDV Wealth Management first reported a position in ATER in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 75 funds tracked by Wall St. Rank hold ATER as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Aterian position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 8 Aterian shares in Q1 2022.
  • BerganKDV Wealth Management first reported a position in Aterian in Q2 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's Aterian position peaked at $1K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Aterian as of Q1 2022.

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