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Concord Wealth Partners’s AtaiBeckley Inc ATAI Stock Holding History

Concord Wealth Partners’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-750
Closed -$3K – 224
2022
Q2 		$3K Buy
+750
New +$3.06K ﹤0.01% 918
2022
Q1 		– Sell
-750
Closed -$6K – 1279
2021
Q4 		$6K Hold
750
– – ﹤0.01% 893
2021
Q3 		$11K Hold
750
– – ﹤0.01% 452
2021
Q2 		$14K Buy
+750
New +$13.9K ﹤0.01% 566

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Concord Wealth Partners's ATAI Position: Q3 2022 in Review

Concord Wealth Partners sold out of AtaiBeckley Inc (ATAI) in Q3 2022, closing a stake of 750 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in ATAI in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 101 funds tracked by Wall St. Rank hold ATAI as of Q3 2022.

  • Concord Wealth Partners reported no remaining AtaiBeckley Inc position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 750 AtaiBeckley Inc shares in Q3 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in AtaiBeckley Inc in Q2 2021 and held it in 4 quarters.
  • Concord Wealth Partners's AtaiBeckley Inc position peaked at $14K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.