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Concourse Financial Group Securities’s Aterian ATER Stock Holding History

Concourse Financial Group Securities’s Portfolio ATER Stock Details ATER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$19 – 143
2024
Q4 		$19 Hold
9
– – ﹤0.01% 2236
2024
Q3 		$25 Hold
9
– – ﹤0.01% 2231
2024
Q2 		$25 Hold
9
– – ﹤0.01% 2288
2024
Q1 		$24 Hold
9
– – ﹤0.01% 2292
2023
Q4 		$39 Sell
9
-256
-97% -$987 ﹤0.01% 2260
2023
Q3 		$1.04K Hold
265
– – ﹤0.01% 2097
2023
Q2 		$1.46K Hold
265
– – ﹤0.01% 2066
2023
Q1 		$2.73K Sell
265
-34
-11% -$455 ﹤0.01% 2001
2022
Q4 		$2.77K Buy
+299
New +$3.75K ﹤0.01% 1982
2022
Q3 		– Sell
-299
Closed -$8.7K – 2068
2022
Q2 		$8K Sell
299
-63
-17% -$2.79K ﹤0.01% 1717
2022
Q1 		$11K Sell
362
-42
-10% -$1.54K ﹤0.01% 1648
2021
Q4 		$20K Sell
404
-182
-31% -$13.5K ﹤0.01% 1626
2021
Q3 		$76K Sell
586
-701
-54% -$77.7K ﹤0.01% 1121
2021
Q2 		$226K Buy
1,287
+464
+56% +$109K 0.01% 676
2021
Q1 		$291K Buy
823
+496
+152% +$191K 0.02% 560
2020
Q4 		$68K Buy
327
+285
+679% +$32.8K 0.01% 1045
2020
Q3 		$4K Buy
+42
New +$3.71K ﹤0.01% 1840

Other funds holding ATER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Concourse Financial Group Securities's ATER Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Aterian (ATER) in Q1 2025, closing a stake of 9 shares — an estimated $19 sold.

Concourse Financial Group Securities first reported a position in ATER in Q3 2020 and held it in 17 quarters. The position peaked at $291K in Q1 2021. 31 funds tracked by Wall St. Rank hold ATER as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Aterian position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9 Aterian shares in Q1 2025, an estimated $19.
  • Concourse Financial Group Securities first reported a position in Aterian in Q3 2020 and held it in 17 quarters.
  • Concourse Financial Group Securities's Aterian position peaked at $291K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Aterian as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.