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 $1.21B AUM 169.99% 1-Year Est. Return

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

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

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

SCM

Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return

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

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's ATEX Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Anterix (ATEX) in Q3 2022, closing a stake of 4,500 shares — an estimated $185K sold.

Steward Partners Investment Advisory first reported a position in ATEX in Q2 2020 and held it in 9 quarters. The position peaked at $304K in Q3 2021. 100 funds tracked by Wall St. Rank hold ATEX as of Q3 2022.

Steward Partners Investment Advisory reported no remaining Anterix position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,500 Anterix shares in Q3 2022, an estimated $185K.
Steward Partners Investment Advisory first reported a position in Anterix in Q2 2020 and held it in 9 quarters.
Steward Partners Investment Advisory's Anterix position peaked at $304K in Q3 2021.
100 funds tracked by Wall St. Rank held Anterix as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.