Concord Wealth Partners’s Atara Biotherapeutics ATRA Stock Holding History

Concord Wealth Partners’s Portfolio ATRA Stock Details ATRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2	Closed	–	–	1232
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1281
2021 Q4	$1K	Buy	+2	New	+$842	﹤0.01%	1192
2021 Q2	–	Sell	-2	Closed	-$1K	–	1040
2021 Q1	$1K	Buy	+2	New	+$884	﹤0.01%	881

Other funds holding ATRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Concord Wealth Partners's ATRA Position: Q2 2022 in Review

Concord Wealth Partners sold out of Atara Biotherapeutics (ATRA) in Q2 2022, closing a stake of 2 shares.

Concord Wealth Partners first reported a position in ATRA in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 134 funds tracked by Wall St. Rank hold ATRA as of Q2 2022.

Concord Wealth Partners reported no remaining Atara Biotherapeutics position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 2 Atara Biotherapeutics shares in Q2 2022.
Concord Wealth Partners first reported a position in Atara Biotherapeutics in Q1 2021 and held it in 3 quarters.
Concord Wealth Partners's Atara Biotherapeutics position peaked at $1K in Q4 2021.
134 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.