Oppenheimer & Co’s Aterian ATER Stock Holding History

Oppenheimer & Co’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
2021 Q4	–	Sell	-7,536	Closed	-$979K	–	1488
2021 Q3	$979K	Sell	7,536 -1,038	-12%	-$115K	0.02%	746
2021 Q2	$1.5M	Buy	8,574 +6,984	+439%	+$1.63M	0.03%	600
2021 Q1	$563K	Buy	1,590 +385	+32%	+$148K	0.01%	915
2020 Q4	$249K	Buy	+1,205	New	+$139K	0.01%	1154

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 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

Oppenheimer & Co's ATER Position: Q4 2021 in Review

Oppenheimer & Co sold out of Aterian (ATER) in Q4 2021, closing a stake of 7,536 shares — an estimated $979K sold.

Oppenheimer & Co first reported a position in ATER in Q4 2020 and held it in 4 quarters. The position peaked at $1.5M in Q2 2021. 79 funds tracked by Wall St. Rank hold ATER as of Q4 2021.

Oppenheimer & Co reported no remaining Aterian position as of Q4 2021 after selling out during the quarter.
Oppenheimer & Co sold 7,536 Aterian shares in Q4 2021, an estimated $979K.
Oppenheimer & Co first reported a position in Aterian in Q4 2020 and held it in 4 quarters.
Oppenheimer & Co's Aterian position peaked at $1.5M in Q2 2021.
79 funds tracked by Wall St. Rank held Aterian as of Q4 2021.

Based on Oppenheimer & Co's 13F filing for Q4 2021, filed 2 Feb 2022.