Geneos Wealth Management’s Atara Biotherapeutics ATRA Stock Holding History

Geneos Wealth Management’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
2022 Q2	–	Sell	-87	Closed	-$20K	–	2586
2022 Q1	$20K	Hold	87	–	–	﹤0.01%	1795
2021 Q4	$34K	Hold	87	–	–	﹤0.01%	1641
2021 Q3	$37K	Hold	87	–	–	﹤0.01%	1622
2021 Q2	$34K	Hold	87	–	–	﹤0.01%	1647
2021 Q1	$30K	Buy	+87	New	+$38.5K	﹤0.01%	1868
2020 Q4	–	Sell	-15	Closed	-$4K	–	2892
2020 Q3	$4K	Hold	15	–	–	﹤0.01%	2227
2020 Q2	$5K	Hold	15	–	–	﹤0.01%	2126
2020 Q1	$3K	Hold	15	–	–	﹤0.01%	2154
2019 Q4	$6K	Hold	15	–	–	﹤0.01%	2124
2019 Q3	$5K	Buy	+15	New	+$5.6K	﹤0.01%	2083
2018 Q1	–	Sell	-6	Closed	-$2K	–	2170
2017 Q4	$2K	Hold	6	–	–	﹤0.01%	1999
2017 Q3	$2K	Buy	+6	New	+$2.26K	﹤0.01%	1947

Other funds holding ATRA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geneos Wealth Management's ATRA Position: Q2 2022 in Review

Geneos Wealth Management sold out of Atara Biotherapeutics (ATRA) in Q2 2022, closing a stake of 87 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in ATRA in Q3 2017 and held it in 12 quarters. The position peaked at $37K in Q3 2021. 134 funds tracked by Wall St. Rank hold ATRA as of Q2 2022.

Geneos Wealth Management reported no remaining Atara Biotherapeutics position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 87 Atara Biotherapeutics shares in Q2 2022, an estimated $20K.
Geneos Wealth Management first reported a position in Atara Biotherapeutics in Q3 2017 and held it in 12 quarters.
Geneos Wealth Management's Atara Biotherapeutics position peaked at $37K in Q3 2021.
134 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.