Essential Planning’s AtaiBeckley Inc ATAI Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-84,370	Closed	-$112K	–	93
2024 Q4	$112K	Buy	+84,370	New	+$112K	﹤0.01%	310

Other funds holding ATAI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

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

Essential Planning's ATAI Position: Q1 2025 in Review

Essential Planning sold out of AtaiBeckley Inc (ATAI) in Q1 2025, closing a stake of 84,370 shares — an estimated $112K sold.

Essential Planning first reported a position in ATAI in Q4 2024 and held it in 1 quarter. The position peaked at $112K in Q4 2024. 79 funds tracked by Wall St. Rank hold ATAI as of Q1 2025.

Essential Planning reported no remaining AtaiBeckley Inc position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 84,370 AtaiBeckley Inc shares in Q1 2025, an estimated $112K.
Essential Planning first reported a position in AtaiBeckley Inc in Q4 2024 and held it in 1 quarter.
Essential Planning's AtaiBeckley Inc position peaked at $112K in Q4 2024.
79 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.