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CarsonAllaria Wealth Management’s Atomera ATOM Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-375
Closed -$3.29K – 365
2023
Q2 		$3.29K Hold
375
– – ﹤0.01% 293
2023
Q1 		$2.39K Hold
375
– – ﹤0.01% 291
2022
Q4 		$2K Hold
375
– – ﹤0.01% 277
2022
Q3 		$4K Hold
375
– – ﹤0.01% 236
2022
Q2 		$4K Hold
375
– – ﹤0.01% 237
2022
Q1 		$5K Hold
375
– – ﹤0.01% 245
2021
Q4 		$8K Buy
+375
New +$8.81K 0.01% 220

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.54B AUM 30.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

CarsonAllaria Wealth Management's ATOM Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Atomera (ATOM) in Q3 2023, closing a stake of 375 shares — an estimated $3.29K sold.

CarsonAllaria Wealth Management first reported a position in ATOM in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 79 funds tracked by Wall St. Rank hold ATOM as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Atomera position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 375 Atomera shares in Q3 2023, an estimated $3.29K.
  • CarsonAllaria Wealth Management first reported a position in Atomera in Q4 2021 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's Atomera position peaked at $8K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Atomera as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.