Cornerstone Planning Group’s AtaiBeckley Inc ATAI Stock Holding History

Cornerstone Planning Group’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
2024 Q2	–	Sell	-400	Closed	-$820	–	1268
2024 Q1	$820	Hold	400	–	–	﹤0.01%	822
2023 Q4	$564	Hold	400	–	–	﹤0.01%	765
2023 Q3	$516	Hold	400	–	–	﹤0.01%	886
2023 Q2	$688	Buy	+400	New	+$736	﹤0.01%	1426
2022 Q4	$780	Buy	+400	New	+$1.22K	﹤0.01%	1406

Other funds holding ATAI

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Cornerstone Planning Group's ATAI Position: Q2 2024 in Review

Cornerstone Planning Group sold out of AtaiBeckley Inc (ATAI) in Q2 2024, closing a stake of 400 shares — an estimated $820 sold.

Cornerstone Planning Group first reported a position in ATAI in Q4 2022 and held it in 5 quarters. The position peaked at $820 in Q1 2024. 89 funds tracked by Wall St. Rank hold ATAI as of Q2 2024.

Cornerstone Planning Group reported no remaining AtaiBeckley Inc position as of Q2 2024 after selling out during the quarter.
Cornerstone Planning Group sold 400 AtaiBeckley Inc shares in Q2 2024, an estimated $820.
Cornerstone Planning Group first reported a position in AtaiBeckley Inc in Q4 2022 and held it in 5 quarters.
Cornerstone Planning Group's AtaiBeckley Inc position peaked at $820 in Q1 2024.
89 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.