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Selective Wealth Management’s Aterian ATER Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-58
Closed -$1K – 164
2022
Q3 		$1K Sell
58
-25
-30% -$728 ﹤0.01% 698
2022
Q2 		$2K Buy
83
+41
+98% +$1.81K ﹤0.01% 685
2022
Q1 		$1K Buy
+42
New +$1.54K ﹤0.01% 670

Other funds holding ATER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Selective Wealth Management's ATER Position: Q4 2022 in Review

Selective Wealth Management sold out of Aterian (ATER) in Q4 2022, closing a stake of 58 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in ATER in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 67 funds tracked by Wall St. Rank hold ATER as of Q4 2022.

  • Selective Wealth Management reported no remaining Aterian position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 58 Aterian shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Aterian in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Aterian position peaked at $2K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Aterian as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.