Lindbrook Capital’s Anterix ATEX Stock Holding History

Lindbrook Capital’s Portfolio ATEX Stock Details ATEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.39K	Buy	+38	New	+$1.31K	﹤0.01%	2385
2024 Q4	–	Sell	-235	Closed	-$8.85K	–	2785
2024 Q3	$8.85K	Hold	235	–	–	﹤0.01%	1737
2024 Q2	$9.3K	Hold	235	–	–	﹤0.01%	1665
2024 Q1	$7.9K	Hold	235	–	–	﹤0.01%	1686
2023 Q4	$7.83K	Sell	235 -8	-3%	-$258	﹤0.01%	1666
2023 Q3	$7.63K	Sell	243 -16	-6%	-$503	﹤0.01%	1544
2023 Q2	$8.21K	Sell	259 -11	-4%	-$355	﹤0.01%	1584
2023 Q1	$8.92K	Buy	270 +178	+193%	+$5.83K	﹤0.01%	1516
2022 Q4	$2.96K	Sell	92 -40	-30%	-$1.36K	﹤0.01%	2058
2022 Q3	$5K	Buy	132 +127	+2,540%	+$5.27K	﹤0.01%	1635
2022 Q2	$0	Sell	5 -55	-92%	-$2.67K	﹤0.01%	2482
2022 Q1	$3K	Buy	+60	New	+$3.28K	﹤0.01%	1785
2020 Q4	–	Sell	-116	Closed	-$4K	–	1772
2020 Q3	$4K	Hold	116	–	–	﹤0.01%	1153
2020 Q2	$5K	Hold	116	–	–	﹤0.01%	1065
2020 Q1	$5K	Buy	+116	New	+$5.25K	﹤0.01%	967

Other funds holding ATEX

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's ATEX Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Anterix (ATEX) in Q1 2025: 38 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #2385 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in ATEX as recently as Q3 2024.

Lindbrook Capital first reported a position in ATEX in Q1 2020 and has held it in 15 quarters since. The position peaked at $9.3K in Q2 2024. 128 funds tracked by Wall St. Rank hold ATEX as of Q1 2025.

Lindbrook Capital held 38 shares of Anterix worth $1.39K as of Q1 2025.
Anterix was a new Lindbrook Capital position in Q1 2025.
Anterix made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2385 holding.
Lindbrook Capital first reported a position in Anterix in Q1 2020 and has held it in 15 quarters since.
Lindbrook Capital's Anterix position peaked at $9.3K in Q2 2024.
128 funds tracked by Wall St. Rank held Anterix as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.