EverSource Wealth Advisors’s Aterian ATER Stock Holding History

EverSource Wealth Advisors’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	-23	Closed	-$96	–	2903
2023 Q4	$96	Buy	+23	New	+$89	﹤0.01%	2597

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

EverSource Wealth Advisors's ATER Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Aterian (ATER) in Q1 2024, closing a stake of 23 shares — an estimated $96 sold.

EverSource Wealth Advisors first reported a position in ATER in Q4 2023 and held it in 1 quarter. The position peaked at $96 in Q4 2023. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

EverSource Wealth Advisors reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 23 Aterian shares in Q1 2024, an estimated $96.
EverSource Wealth Advisors first reported a position in Aterian in Q4 2023 and held it in 1 quarter.
EverSource Wealth Advisors's Aterian position peaked at $96 in Q4 2023.
26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.