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Steward Partners Investment Advisory’s Anterix ATEX Stock Holding History

Steward Partners Investment Advisory’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,500
Closed -$185K – 3223
2022
Q2 		$185K Sell
4,500
-500
-10% -$24.3K ﹤0.01% 1231
2022
Q1 		$290K Hold
5,000
– – ﹤0.01% 1154
2021
Q4 		$294K Hold
5,000
– – ﹤0.01% 1149
2021
Q3 		$304K Hold
5,000
– – 0.01% 1105
2021
Q2 		$300K Buy
5,000
+4,500
+900% +$225K 0.01% 1187
2021
Q1 		$23.6K Hold
500
– – ﹤0.01% 2395
2020
Q4 		$19K Sell
500
-750
-60% -$24.7K ﹤0.01% 2070
2020
Q3 		$41K Buy
1,250
+500
+67% +$21.2K ﹤0.01% 1582
2020
Q2 		$34K Buy
+750
New +$38.3K ﹤0.01% 1566

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
QF
QVT Financial New York $1.27B AUM 148.1% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return