Meitav Investment House’s Aterian ATER Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-5,664	Closed	-$23.7K	–	235
2023 Q4	$23.7K	Sell	5,664 -33,669	-86%	-$130K	﹤0.01%	336
2023 Q3	$148K	Sell	39,333 -50	-0.1%	-$259	﹤0.01%	327
2023 Q2	$198K	Sell	39,383 -22,556	-36%	-$175K	﹤0.01%	345
2023 Q1	$598K	Hold	61,939	–	–	0.01%	274
2022 Q4	$595K	Hold	61,939	–	–	0.01%	287
2022 Q3	$1.47M	Hold	61,939	–	–	0.03%	206
2022 Q2	$1.6M	Hold	61,939	–	–	0.03%	202
2022 Q1	$1.8M	Buy	61,939 +5,625	+10%	+$206K	0.03%	224
2021 Q4	$2.78M	Sell	56,314 -6,593	-10%	-$488K	0.05%	191
2021 Q3	$8.18M	Buy	62,907 +40,685	+183%	+$4.51M	0.13%	131
2021 Q2	$3.9M	Buy	+22,222	New	+$5.2M	0.1%	135

Other funds holding ATER

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Meitav Investment House's ATER Position: Q1 2024 in Review

Meitav Investment House sold out of Aterian (ATER) in Q1 2024, closing a stake of 5,664 shares — an estimated $23.7K sold.

Meitav Investment House first reported a position in ATER in Q2 2021 and held it in 11 quarters. The position peaked at $8.18M in Q3 2021. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

Meitav Investment House reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 5,664 Aterian shares in Q1 2024, an estimated $23.7K.
Meitav Investment House first reported a position in Aterian in Q2 2021 and held it in 11 quarters.
Meitav Investment House's Aterian position peaked at $8.18M in Q3 2021.
26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.