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Delap Wealth Advisory’s Atara Biotherapeutics ATRA Stock Holding History

Delap Wealth Advisory’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
2024
Q2 		– Sell
-1,661
Closed -$28.8K – 134
2024
Q1 		$28.8K Buy
+1,661
New +$29.5K 0.01% 258

Other funds holding ATRA

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Delap Wealth Advisory's ATRA Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Atara Biotherapeutics (ATRA) in Q2 2024, closing a stake of 1,661 shares — an estimated $28.8K sold.

Delap Wealth Advisory first reported a position in ATRA in Q1 2024 and held it in 1 quarter. The position peaked at $28.8K in Q1 2024. 48 funds tracked by Wall St. Rank hold ATRA as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Atara Biotherapeutics position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 1,661 Atara Biotherapeutics shares in Q2 2024, an estimated $28.8K.
  • Delap Wealth Advisory first reported a position in Atara Biotherapeutics in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Atara Biotherapeutics position peaked at $28.8K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.