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Patriot Financial Group Insurance Agency’s Aterian ATER Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-25
Closed -$1K – 506
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1855
2022
Q1 		$1K Hold
25
– – ﹤0.01% 1909
2021
Q4 		$1K Buy
+25
New +$1.85K ﹤0.01% 2004

Other funds holding ATER

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ATER Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Aterian (ATER) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ATER in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 81 funds tracked by Wall St. Rank hold ATER as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aterian position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Aterian shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Aterian in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Aterian position peaked at $1K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Aterian as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.