ORG Partners’s Aterian ATER Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-4	Closed	-$9	–	1413
2024 Q4	$9	Hold	4	–	–	﹤0.01%	1284
2024 Q3	$11	Hold	4	–	–	﹤0.01%	1151
2024 Q2	$10	Buy	+4	New	+$10	﹤0.01%	1784

Other funds holding ATER

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

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ORG Partners's ATER Position: Q1 2025 in Review

ORG Partners sold out of Aterian (ATER) in Q1 2025, closing a stake of 4 shares — an estimated $9 sold.

ORG Partners first reported a position in ATER in Q2 2024 and held it in 3 quarters. The position peaked at $11 in Q3 2024. 31 funds tracked by Wall St. Rank hold ATER as of Q1 2025.

ORG Partners reported no remaining Aterian position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 4 Aterian shares in Q1 2025, an estimated $9.
ORG Partners first reported a position in Aterian in Q2 2024 and held it in 3 quarters.
ORG Partners's Aterian position peaked at $11 in Q3 2024.
31 funds tracked by Wall St. Rank held Aterian as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.