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EverSource Wealth Advisors’s Atara Biotherapeutics ATRA Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-35
Closed -$466 – 4030
2024
Q4 		$466 Hold
35
– – ﹤0.01% 3222
2024
Q3 		$285 Hold
35
– – ﹤0.01% 2938
2024
Q2 		$344 Buy
+35
New +$526 ﹤0.01% 2950

Other funds holding ATRA

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's ATRA Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Atara Biotherapeutics (ATRA) in Q1 2025, closing a stake of 35 shares — an estimated $466 sold.

EverSource Wealth Advisors first reported a position in ATRA in Q2 2024 and held it in 3 quarters. The position peaked at $466 in Q4 2024. 37 funds tracked by Wall St. Rank hold ATRA as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Atara Biotherapeutics position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 35 Atara Biotherapeutics shares in Q1 2025, an estimated $466.
  • EverSource Wealth Advisors first reported a position in Atara Biotherapeutics in Q2 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Atara Biotherapeutics position peaked at $466 in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.