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Next Financial Group’s Atara Biotherapeutics ATRA Stock Holding History

Next Financial Group’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$11K Hold
27
– – ﹤0.01% 2134
2021
Q3 		$12K Sell
27
-241
-90% -$86.3K ﹤0.01% 1973
2021
Q2 		$105K Buy
+268
New +$95.6K 0.01% 1089

Other funds holding ATRA

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's ATRA Position: Q4 2021 in Review

Next Financial Group held its Atara Biotherapeutics (ATRA) position steady in Q4 2021 at 27 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Next Financial Group first reported a position in ATRA in Q2 2021 and has held it in 3 quarters since. The position peaked at $105K in Q2 2021. 139 funds tracked by Wall St. Rank hold ATRA as of Q4 2021.

  • Next Financial Group held 27 shares of Atara Biotherapeutics worth $11K as of Q4 2021.
  • Next Financial Group left its Atara Biotherapeutics share count unchanged in Q4 2021.
  • Atara Biotherapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2134 holding.
  • Next Financial Group first reported a position in Atara Biotherapeutics in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's Atara Biotherapeutics position peaked at $105K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.