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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return