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Redwood Wealth Management Group’s Aterian ATER Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-40
Closed -$112 – 231
2024
Q2 		$112 Buy
+40
New +$100 ﹤0.01% 1171

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's ATER Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Aterian (ATER) in Q3 2024, closing a stake of 40 shares — an estimated $112 sold.

Redwood Wealth Management Group first reported a position in ATER in Q2 2024 and held it in 1 quarter. The position peaked at $112 in Q2 2024. 31 funds tracked by Wall St. Rank hold ATER as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Aterian position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 40 Aterian shares in Q3 2024, an estimated $112.
  • Redwood Wealth Management Group first reported a position in Aterian in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Aterian position peaked at $112 in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Aterian as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.