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Private Wealth Management Group’s Anterix ATEX Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$7.07K Hold
185
– – ﹤0.01% 645
2025
Q4 		$4.04K Buy
+185
New +$3.84K ﹤0.01% 860

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's ATEX Position: Q1 2026 in Review

Private Wealth Management Group held its Anterix (ATEX) position steady in Q1 2026 at 185 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Private Wealth Management Group first reported a position in ATEX in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • Private Wealth Management Group held 185 shares of Anterix worth $7.07K as of Q1 2026.
  • Private Wealth Management Group left its Anterix share count unchanged in Q1 2026.
  • Anterix made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #645 holding.
  • Private Wealth Management Group first reported a position in Anterix in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.