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Sandbox Financial Partners’s Aterian ATER Stock Holding History

Sandbox Financial Partners’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
2023
Q3 		– Sell
-1,667
Closed -$9.2K – 87
2023
Q2 		$9.2K Hold
1,667
– – ﹤0.01% 95
2023
Q1 		$17.2K Sell
1,667
-3,333
-67% -$44.6K 0.01% 90
2022
Q4 		$46.2K Hold
5,000
– – 0.03% 87
2022
Q3 		$74K Sell
5,000
-1,250
-20% -$36.4K 0.05% 81
2022
Q2 		$162K Buy
+6,250
New +$276K 0.12% 81
2021
Q3 		– Sell
-3,125
Closed -$549K – 98
2021
Q2 		$549K Buy
+3,125
New +$731K 0.41% 34

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandbox Financial Partners's ATER Position: Q3 2023 in Review

Sandbox Financial Partners sold out of Aterian (ATER) in Q3 2023, closing a stake of 1,667 shares — an estimated $9.2K sold.

Sandbox Financial Partners first reported a position in ATER in Q2 2021 and held it in 6 quarters. The position peaked at $549K in Q2 2021. 41 funds tracked by Wall St. Rank hold ATER as of Q3 2023.

  • Sandbox Financial Partners reported no remaining Aterian position as of Q3 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,667 Aterian shares in Q3 2023, an estimated $9.2K.
  • Sandbox Financial Partners first reported a position in Aterian in Q2 2021 and held it in 6 quarters.
  • Sandbox Financial Partners's Aterian position peaked at $549K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Aterian as of Q3 2023.

Based on Sandbox Financial Partners's 13F filing for Q3 2023, filed 10 Oct 2023.