Ropes Wealth Advisors’s Atara Biotherapeutics ATRA Stock Holding History

Ropes Wealth Advisors’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
2021 Q1	–	Sell	-29	Closed	-$14K	–	287
2020 Q4	$14K	Buy	29 +15	+107%	+$6.92K	﹤0.01%	510
2020 Q3	$5K	Hold	14	–	–	﹤0.01%	559
2020 Q2	$5K	Buy	+14	New	+$3.54K	﹤0.01%	485
2019 Q1	–	Sell	-14	Closed	-$13K	–	511
2018 Q4	$13K	Buy	+14	New	+$13K	﹤0.01%	410

Other funds holding ATRA

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ropes Wealth Advisors's ATRA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Atara Biotherapeutics (ATRA) in Q1 2021, closing a stake of 29 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in ATRA in Q4 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 151 funds tracked by Wall St. Rank hold ATRA as of Q1 2021.

Ropes Wealth Advisors reported no remaining Atara Biotherapeutics position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 29 Atara Biotherapeutics shares in Q1 2021, an estimated $14K.
Ropes Wealth Advisors first reported a position in Atara Biotherapeutics in Q4 2018 and held it in 4 quarters.
Ropes Wealth Advisors's Atara Biotherapeutics position peaked at $14K in Q4 2020.
151 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.