LPL Financial
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LPL Financial’s Aterian ATER Stock Holding History

LPL Financial’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
2023
Q3 		– Sell
-1,156
Closed -$6.38K – 4696
2023
Q2 		$6.38K Sell
1,156
-117
-9% -$910 ﹤0.01% 4573
2023
Q1 		$13.1K Buy
1,273
+261
+26% +$3.49K ﹤0.01% 4443
2022
Q4 		$9.36K Sell
1,012
-1,402
-58% -$17.6K ﹤0.01% 4416
2022
Q3 		$36K Sell
2,414
-77
-3% -$2.24K ﹤0.01% 4273
2022
Q2 		$65K Buy
+2,491
New +$110K ﹤0.01% 4196

Other funds holding ATER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's ATER Position: Q3 2023 in Review

LPL Financial sold out of Aterian (ATER) in Q3 2023, closing a stake of 1,156 shares — an estimated $6.38K sold.

LPL Financial first reported a position in ATER in Q2 2022 and held it in 5 quarters. The position peaked at $65K in Q2 2022. 41 funds tracked by Wall St. Rank hold ATER as of Q3 2023.

  • LPL Financial reported no remaining Aterian position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 1,156 Aterian shares in Q3 2023, an estimated $6.38K.
  • LPL Financial first reported a position in Aterian in Q2 2022 and held it in 5 quarters.
  • LPL Financial's Aterian position peaked at $65K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Aterian as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.