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Morton Brown Family Wealth’s Aterian ATER Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-12
Closed -$150 – 164
2022
Q3 		$0 Hold
12
– – ﹤0.01% 212
2022
Q2 		$0 Hold
12
– – ﹤0.01% 267
2022
Q1 		$0 Hold
12
– – ﹤0.01% 148
2021
Q4 		$1K Buy
+12
New +$888 ﹤0.01% 184

Other funds holding ATER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morton Brown Family Wealth's ATER Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Aterian (ATER) in Q4 2022, closing a stake of 12 shares — an estimated $150 sold.

Morton Brown Family Wealth first reported a position in ATER in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 67 funds tracked by Wall St. Rank hold ATER as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Aterian position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 12 Aterian shares in Q4 2022, an estimated $150.
  • Morton Brown Family Wealth first reported a position in Aterian in Q4 2021 and held it in 4 quarters.
  • Morton Brown Family Wealth's Aterian position peaked at $1K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Aterian as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.