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Private Wealth Asset Management’s Atara Biotherapeutics ATRA Stock Holding History

Private Wealth Asset Management’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-900
Closed -$16.3K – 943
2025
Q4 		$16.3K Hold
900
– – ﹤0.01% 590
2025
Q3 		$12.9K Buy
+900
New +$10.4K ﹤0.01% 592

Other funds holding ATRA

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Asset Management's ATRA Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Atara Biotherapeutics (ATRA) in Q1 2026, closing a stake of 900 shares — an estimated $16.3K sold.

Private Wealth Asset Management first reported a position in ATRA in Q3 2025 and held it in 2 quarters. The position peaked at $16.3K in Q4 2025. 33 funds tracked by Wall St. Rank hold ATRA as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Atara Biotherapeutics position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 900 Atara Biotherapeutics shares in Q1 2026, an estimated $16.3K.
  • Private Wealth Asset Management first reported a position in Atara Biotherapeutics in Q3 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Atara Biotherapeutics position peaked at $16.3K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.