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Phoenix Financial’s Aterian ATER Stock Holding History

Phoenix Financial’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
2024
Q1 		– Sell
-2,500
Closed -$11.8K – 430
2023
Q4 		$11.8K Hold
2,500
– – ﹤0.01% 325
2023
Q3 		$9.81K Hold
2,500
– – ﹤0.01% 314
2023
Q2 		$13.8K Hold
2,500
– – ﹤0.01% 299
2023
Q1 		$25.8K Hold
2,500
– – ﹤0.01% 281
2022
Q4 		$23.1K Sell
2,500
-6,667
-73% -$83.5K ﹤0.01% 278
2022
Q3 		$217K Hold
9,167
– – ﹤0.01% 305
2022
Q2 		$238K Hold
9,167
– – ﹤0.01% 343
2022
Q1 		$267K Hold
9,167
– – ﹤0.01% 344
2021
Q4 		$330K Hold
9,167
– – 0.01% 319
2021
Q3 		$1.19M Buy
9,167
+7,109
+345% +$788K 0.02% 260
2021
Q2 		$370K Buy
+2,058
New +$481K 0.01% 279
2021
Q1 		– Sell
-21,303
Closed -$4.43M – 400
2020
Q4 		$4.43M Hold
21,303
– – 0.12% 144
2020
Q3 		$2.04M Buy
+21,303
New +$1.88M 0.09% 151

Other funds holding ATER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Phoenix Financial's ATER Position: Q1 2024 in Review

Phoenix Financial sold out of Aterian (ATER) in Q1 2024, closing a stake of 2,500 shares — an estimated $11.8K sold.

Phoenix Financial first reported a position in ATER in Q3 2020 and held it in 13 quarters. The position peaked at $4.43M in Q4 2020. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

  • Phoenix Financial reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
  • Phoenix Financial sold 2,500 Aterian shares in Q1 2024, an estimated $11.8K.
  • Phoenix Financial first reported a position in Aterian in Q3 2020 and held it in 13 quarters.
  • Phoenix Financial's Aterian position peaked at $4.43M in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.