Creative Financial Designs’s Aterian ATER Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-417	Closed	-$1.74K	–	1665
2023 Q4	$1.74K	Hold	417	–	–	﹤0.01%	1449
2023 Q3	$1.64K	Hold	417	–	–	﹤0.01%	1361
2023 Q2	$2.3K	Hold	417	–	–	﹤0.01%	1298
2023 Q1	$4.3K	Hold	417	–	–	﹤0.01%	1147
2022 Q4	$3.85K	Hold	417	–	–	﹤0.01%	1089
2022 Q3	$6K	Hold	417	–	–	﹤0.01%	988
2022 Q2	$11K	Buy	+417	New	+$18.4K	﹤0.01%	844

Other funds holding ATER

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Creative Financial Designs's ATER Position: Q1 2024 in Review

Creative Financial Designs sold out of Aterian (ATER) in Q1 2024, closing a stake of 417 shares — an estimated $1.74K sold.

Creative Financial Designs first reported a position in ATER in Q2 2022 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

Creative Financial Designs reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 417 Aterian shares in Q1 2024, an estimated $1.74K.
Creative Financial Designs first reported a position in Aterian in Q2 2022 and held it in 7 quarters.
Creative Financial Designs's Aterian position peaked at $11K in Q2 2022.
26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.