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Capital Performance Advisors’s Atomera ATOM Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-6,000
Closed -$15.8K – 386
2024
Q3 		$15.8K Buy
+6,000
New +$18.7K ﹤0.01% 678

Other funds holding ATOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Capital Performance Advisors's ATOM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Atomera (ATOM) in Q4 2024, closing a stake of 6,000 shares — an estimated $15.8K sold.

Capital Performance Advisors first reported a position in ATOM in Q3 2024 and held it in 1 quarter. The position peaked at $15.8K in Q3 2024. 75 funds tracked by Wall St. Rank hold ATOM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Atomera position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6,000 Atomera shares in Q4 2024, an estimated $15.8K.
  • Capital Performance Advisors first reported a position in Atomera in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Atomera position peaked at $15.8K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Atomera as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.