SPIA
ATRA icon

Steward Partners Investment Advisory’s Atara Biotherapeutics ATRA Stock Holding History

Steward Partners Investment Advisory’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
2019
Q4 		– Sell
-20
Closed -$7K – 2588
2019
Q3 		$7K Hold
20
– – ﹤0.01% 2123
2019
Q2 		$10K Buy
+20
New +$14.1K ﹤0.01% 1966
2018
Q4 		– Sell
-40
Closed -$41K – 864
2018
Q3 		$41K Hold
40
– – ﹤0.01% 1280
2018
Q2 		$37K Hold
40
– – ﹤0.01% 1214
2018
Q1 		$39K Hold
40
– – ﹤0.01% 1085
2017
Q4 		$18K Buy
+40
New +$14.8K ﹤0.01% 1148

Other funds holding ATRA

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BM
Bridger Management New York $128M AUM 9.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Steward Partners Investment Advisory's ATRA Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Atara Biotherapeutics (ATRA) in Q4 2019, closing a stake of 20 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in ATRA in Q4 2017 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 117 funds tracked by Wall St. Rank hold ATRA as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Atara Biotherapeutics position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 20 Atara Biotherapeutics shares in Q4 2019, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Atara Biotherapeutics in Q4 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Atara Biotherapeutics position peaked at $41K in Q3 2018.
  • 117 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.