IFP Advisors’s AtaiBeckley Inc ATAI Stock Holding History

IFP Advisors’s Portfolio ATAI Stock Details ATAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-250	Closed	-$5K	–	3415
2022 Q4	$5K	Hold	250	–	–	﹤0.01%	3756
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	3994
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	3749
2022 Q1	$5K	Buy	+250	New	+$1.39K	﹤0.01%	3749

Other funds holding ATAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFP Advisors's ATAI Position: Q1 2023 in Review

IFP Advisors sold out of AtaiBeckley Inc (ATAI) in Q1 2023, closing a stake of 250 shares — an estimated $5K sold.

IFP Advisors first reported a position in ATAI in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q4 2022. 104 funds tracked by Wall St. Rank hold ATAI as of Q1 2023.

IFP Advisors reported no remaining AtaiBeckley Inc position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 250 AtaiBeckley Inc shares in Q1 2023, an estimated $5K.
IFP Advisors first reported a position in AtaiBeckley Inc in Q1 2022 and held it in 4 quarters.
IFP Advisors's AtaiBeckley Inc position peaked at $5K in Q4 2022.
104 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.