McCarthy Asset Management’s Aterian ATER Stock Holding History

McCarthy Asset 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
2023 Q3	–	Sell	-833	Closed	-$4.6K	–	37
2023 Q2	$4.6K	Buy	+833	New	+$6.48K	﹤0.01%	37

Other funds holding ATER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McCarthy Asset Management's ATER Position: Q3 2023 in Review

McCarthy Asset Management sold out of Aterian (ATER) in Q3 2023, closing a stake of 833 shares — an estimated $4.6K sold.

McCarthy Asset Management first reported a position in ATER in Q2 2023 and held it in 1 quarter. The position peaked at $4.6K in Q2 2023. 41 funds tracked by Wall St. Rank hold ATER as of Q3 2023.

McCarthy Asset Management reported no remaining Aterian position as of Q3 2023 after selling out during the quarter.
McCarthy Asset Management sold 833 Aterian shares in Q3 2023, an estimated $4.6K.
McCarthy Asset Management first reported a position in Aterian in Q2 2023 and held it in 1 quarter.
McCarthy Asset Management's Aterian position peaked at $4.6K in Q2 2023.
41 funds tracked by Wall St. Rank held Aterian as of Q3 2023.

Based on McCarthy Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.