IFP Advisors’s Atara Biotherapeutics ATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-180
| Closed | -$1.07K | – | 4917 |
|
|
2025
Q1 | $1.07K | Hold |
180
| – | – | ﹤0.01% | 3321 |
|
|
2024
Q4 | $2.4K | Hold |
180
| – | – | ﹤0.01% | 3035 |
|
|
2024
Q3 | $1.46K | Sell |
180
-4,500
| -96% | -$38.5K | ﹤0.01% | 3001 |
|
|
2024
Q2 | $3.29K | Buy |
4,680
+4,500
| +2,500% | +$67.7K | ﹤0.01% | 2694 |
|
|
2024
Q1 | $3.12K | Hold |
180
| – | – | ﹤0.01% | 2587 |
|
|
2023
Q4 | $2.31K | Buy |
180
+44
| +32% | +$1.03K | ﹤0.01% | 2641 |
|
|
2023
Q3 | $5.03K | Buy |
136
+40
| +42% | +$1.78K | ﹤0.01% | 2500 |
|
|
2023
Q2 | $3.86K | Hold |
96
| – | – | ﹤0.01% | 2632 |
|
|
2023
Q1 | $120K | Hold |
96
| – | – | 0.01% | 1161 |
|
|
2022
Q4 | $120K | Hold |
96
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q3 | $120K | Buy |
96
+36
| +60% | +$4.04K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $75K | Hold |
60
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q1 | $75K | Buy |
+60
| New | +$19.1K | ﹤0.01% | 1882 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$13K | – | 3383 |
|
|
2021
Q3 | $13K | Buy |
30
+6
| +25% | +$2.15K | ﹤0.01% | 2158 |
|
|
2021
Q2 | $9K | Hold |
24
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q1 | $9K | Buy |
+24
| New | +$10.6K | ﹤0.01% | 2161 |
|
|
2020
Q4 | – | Sell |
-29
| Closed | -$13.4K | – | 3010 |
|
|
2020
Q3 | $9K | Buy |
29
+13
| +81% | +$4.43K | ﹤0.01% | 1932 |
|
|
2020
Q2 | $6K | Buy |
16
+8
| +100% | +$2.02K | ﹤0.01% | 1992 |
|
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q3 | $3K | Buy |
+8
| New | +$2.98K | ﹤0.01% | 2506 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 2423 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3265 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 3647 |
|
|
2018
Q2 | $1K | Buy |
+1
| New | +$1.07K | ﹤0.01% | 3691 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 2421 |
|
|
2015
Q4 | $1K | Buy |
+1
| New | +$756 | ﹤0.01% | 3477 |
|
Other funds holding ATRA
EC
RG
VPC
SCA
