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Gladstone Institutional Advisory’s Aterian ATER Stock Holding History

Gladstone Institutional Advisory’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
2021
Q4 		– Sell
-895
Closed -$116K – 598
2021
Q3 		$116K Sell
895
-4,743
-84% -$526K 0.01% 522
2021
Q2 		$990K Buy
5,638
+316
+6% +$73.9K 0.12% 191
2021
Q1 		$1.88M Buy
+5,322
New +$2.05M 0.29% 86

Other funds holding ATER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Gladstone Institutional Advisory's ATER Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of Aterian (ATER) in Q4 2021, closing a stake of 895 shares — an estimated $116K sold.

Gladstone Institutional Advisory first reported a position in ATER in Q1 2021 and held it in 3 quarters. The position peaked at $1.88M in Q1 2021. 79 funds tracked by Wall St. Rank hold ATER as of Q4 2021.

  • Gladstone Institutional Advisory reported no remaining Aterian position as of Q4 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 895 Aterian shares in Q4 2021, an estimated $116K.
  • Gladstone Institutional Advisory first reported a position in Aterian in Q1 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Aterian position peaked at $1.88M in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Aterian as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.