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Capital Advisors Wealth Management’s Atomera ATOM Stock Holding History

Capital Advisors Wealth Management’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
2023
Q2 		– Sell
-20,000
Closed -$1 – 142
2023
Q1 		$1 Buy
+20,000
New +$135K ﹤0.01% 143

Other funds holding ATOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.7B AUM 23.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Advisors Wealth Management's ATOM Position: Q2 2023 in Review

Capital Advisors Wealth Management sold out of Atomera (ATOM) in Q2 2023, closing a stake of 50 shares — an estimated $319 sold.

Capital Advisors Wealth Management first reported a position in ATOM in Q1 2023 and held it in 1 quarter. The position peaked at $319 in Q1 2023. 83 funds tracked by Wall St. Rank hold ATOM as of Q2 2023.

  • Capital Advisors Wealth Management reported no remaining Atomera position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 50 Atomera shares in Q2 2023, an estimated $319.
  • Capital Advisors Wealth Management first reported a position in Atomera in Q1 2023 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Atomera position peaked at $319 in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Atomera as of Q2 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.