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Legend Financial Advisors’s AtaiBeckley Inc ATAI Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-233
Closed -$310 – 51
2024
Q4 		$310 Buy
+233
New +$310 ﹤0.01% 237
2024
Q3 		– Sell
-233
Closed -$310 – 171
2024
Q2 		$310 Buy
+233
New +$420 ﹤0.01% 263

Other funds holding ATAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legend Financial Advisors's ATAI Position: Q1 2025 in Review

Legend Financial Advisors sold out of AtaiBeckley Inc (ATAI) in Q1 2025, closing a stake of 233 shares — an estimated $310 sold.

Legend Financial Advisors first reported a position in ATAI in Q2 2024 and held it in 2 quarters. The position peaked at $310 in Q4 2024. 79 funds tracked by Wall St. Rank hold ATAI as of Q1 2025.

  • Legend Financial Advisors reported no remaining AtaiBeckley Inc position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 233 AtaiBeckley Inc shares in Q1 2025, an estimated $310.
  • Legend Financial Advisors first reported a position in AtaiBeckley Inc in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's AtaiBeckley Inc position peaked at $310 in Q4 2024.
  • 79 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.