Creative Planning
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Creative Planning’s Atara Biotherapeutics ATRA Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-2,626
Closed -$215K – 2658
2022
Q4 		$215K Sell
2,626
-59
-2% -$6.15K ﹤0.01% 1979
2022
Q3 		$254K Buy
2,685
+256
+11% +$28.8K ﹤0.01% 1756
2022
Q2 		$473K Hold
2,429
– – ﹤0.01% 1353
2022
Q1 		$564K Buy
+2,429
New +$773K ﹤0.01% 1262
2020
Q1 		– Sell
-594
Closed -$245K – 1878
2019
Q4 		$245K Hold
594
– – ﹤0.01% 1518
2019
Q3 		$210K Hold
594
– – ﹤0.01% 1582
2019
Q2 		$299K Sell
594
-2
-0.3% -$1.41K ﹤0.01% 1372
2019
Q1 		$593K Buy
596
+2
+0.3% +$1.86K ﹤0.01% 948
2018
Q4 		$516K Sell
594
-7
-1% -$6.5K ﹤0.01% 954
2018
Q3 		$621K Buy
601
+42
+8% +$41.1K ﹤0.01% 967
2018
Q2 		$513K Buy
559
+15
+3% +$16.1K ﹤0.01% 1055
2018
Q1 		$531K Buy
+544
New +$496K ﹤0.01% 1054
2017
Q3 		– Sell
-398
Closed -$139K – 2014
2017
Q2 		$139K Hold
398
– – ﹤0.01% 1747
2017
Q1 		$205K Hold
398
– – ﹤0.01% 1475
2016
Q4 		$141K Hold
398
– – ﹤0.01% 1622
2016
Q3 		$213K Buy
+398
New +$216K ﹤0.01% 1373

Other funds holding ATRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's ATRA Position: Q1 2023 in Review

Creative Planning sold out of Atara Biotherapeutics (ATRA) in Q1 2023, closing a stake of 2,626 shares — an estimated $215K sold.

Creative Planning first reported a position in ATRA in Q3 2016 and held it in 16 quarters. The position peaked at $621K in Q3 2018. 125 funds tracked by Wall St. Rank hold ATRA as of Q1 2023.

  • Creative Planning reported no remaining Atara Biotherapeutics position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 2,626 Atara Biotherapeutics shares in Q1 2023, an estimated $215K.
  • Creative Planning first reported a position in Atara Biotherapeutics in Q3 2016 and held it in 16 quarters.
  • Creative Planning's Atara Biotherapeutics position peaked at $621K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.