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Sowell Financial Services’s Atara Biotherapeutics ATRA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-44
Closed -$14K – 682
2021
Q1 		$14K Buy
44
+24
+120% +$10.6K ﹤0.01% 2182
2020
Q4 		$10K Buy
20
+8
+67% +$3.69K ﹤0.01% 1995
2020
Q3 		$4K Buy
12
+4
+50% +$1.36K ﹤0.01% 2034
2020
Q2 		$3K Buy
+8
New +$2.02K ﹤0.01% 2024

Other funds holding ATRA

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sowell Financial Services's ATRA Position: Q2 2021 in Review

Sowell Financial Services sold out of Atara Biotherapeutics (ATRA) in Q2 2021, closing a stake of 44 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in ATRA in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 145 funds tracked by Wall St. Rank hold ATRA as of Q2 2021.

  • Sowell Financial Services reported no remaining Atara Biotherapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 44 Atara Biotherapeutics shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Atara Biotherapeutics in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Atara Biotherapeutics position peaked at $14K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.