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Laidlaw Wealth Management’s Aterian ATER Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-1,008
Closed -$208K – 227
2020
Q4 		$208K Buy
+1,008
New +$116K 0.04% 329

Other funds holding ATER

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AC
Avory & Company Miami, Florida $77.3M AUM 0.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Laidlaw Wealth Management's ATER Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Aterian (ATER) in Q1 2021, closing a stake of 1,008 shares — an estimated $208K sold.

Laidlaw Wealth Management first reported a position in ATER in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 78 funds tracked by Wall St. Rank hold ATER as of Q1 2021.

  • Laidlaw Wealth Management reported no remaining Aterian position as of Q1 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,008 Aterian shares in Q1 2021, an estimated $208K.
  • Laidlaw Wealth Management first reported a position in Aterian in Q4 2020 and held it in 1 quarter.
  • Laidlaw Wealth Management's Aterian position peaked at $208K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Aterian as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.