Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Aterian ATER Stock Holding History

Cambridge Investment Research 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
2023
Q3 		– Sell
-1,590
Closed -$9K – 3143
2023
Q2 		$9K Sell
1,590
-2,690
-63% -$20.9K ﹤0.01% 3152
2023
Q1 		$44K Sell
4,280
-86
-2% -$1.15K ﹤0.01% 3049
2022
Q4 		$40K Buy
4,366
+386
+10% +$4.84K ﹤0.01% 3004
2022
Q3 		$59K Sell
3,980
-34
-0.8% -$990 ﹤0.01% 2924
2022
Q2 		$104K Sell
4,014
-767
-16% -$33.9K ﹤0.01% 2861
2022
Q1 		$139K Buy
4,781
+558
+13% +$20.4K ﹤0.01% 2960
2021
Q4 		$208K Sell
4,223
-930
-18% -$68.8K ﹤0.01% 2860
2021
Q3 		$670K Buy
5,153
+3,847
+295% +$427K ﹤0.01% 1819
2021
Q2 		$229K Sell
1,306
-70
-5% -$16.4K ﹤0.01% 2702
2021
Q1 		$487K Buy
1,376
+83
+6% +$32K ﹤0.01% 1926
2020
Q4 		$267K Hold
1,293
– – ﹤0.01% 2242
2020
Q3 		$128K Hold
1,293
– – ﹤0.01% 2350
2020
Q2 		$85K Hold
1,293
– – ﹤0.01% 2333
2020
Q1 		$26K Buy
+1,293
New +$63.5K ﹤0.01% 2227

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's ATER Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Aterian (ATER) in Q3 2023, closing a stake of 1,590 shares — an estimated $9K sold.

Cambridge Investment Research Advisors first reported a position in ATER in Q1 2020 and held it in 14 quarters. The position peaked at $670K in Q3 2021. 41 funds tracked by Wall St. Rank hold ATER as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Aterian position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,590 Aterian shares in Q3 2023, an estimated $9K.
  • Cambridge Investment Research Advisors first reported a position in Aterian in Q1 2020 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Aterian position peaked at $670K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Aterian as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.