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Private Wealth Asset Management’s Anterix ATEX Stock Holding History

Private Wealth Asset Management’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$549 – 1096
2025
Q1 		$549 Buy
+15
New +$516 ﹤0.01% 984

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HCL
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Asset Management's ATEX Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Anterix (ATEX) in Q2 2025, closing a stake of 15 shares — an estimated $549 sold.

Private Wealth Asset Management first reported a position in ATEX in Q1 2025 and held it in 1 quarter. The position peaked at $549 in Q1 2025. 111 funds tracked by Wall St. Rank hold ATEX as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Anterix position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 15 Anterix shares in Q2 2025, an estimated $549.
  • Private Wealth Asset Management first reported a position in Anterix in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Anterix position peaked at $549 in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Anterix as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.