SWM
ATOM icon

Sugarloaf Wealth Management’s Atomera ATOM Stock Holding History

Sugarloaf Wealth Management’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$2K – 754
2021
Q1 		$2K Buy
+100
New +$2.92K ﹤0.01% 663

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sugarloaf Wealth Management's ATOM Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Atomera (ATOM) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in ATOM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 81 funds tracked by Wall St. Rank hold ATOM as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Atomera position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Atomera shares in Q2 2021, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Atomera in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Atomera position peaked at $2K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held Atomera as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.