TCI Wealth Advisors’s Atara Biotherapeutics ATRA Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-34	Closed	-$7K	–	2248
2022 Q2	$7K	Buy	+34	New	+$5.55K	﹤0.01%	1209
2022 Q1	–	Sell	-14	Closed	-$6K	–	2221
2021 Q4	$6K	Buy	14 +8	+133%	+$3.37K	﹤0.01%	1496
2021 Q3	$3K	Hold	6	–	–	﹤0.01%	1900
2021 Q2	$2K	Buy	6 +1	+20%	+$357	﹤0.01%	1949
2021 Q1	$2K	Buy	+5	New	+$2.21K	﹤0.01%	1665
2020 Q4	–	Sell	-4	Closed	-$1K	–	1537
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1267
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	1204
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	1183
2019 Q4	$2K	Hold	4	–	–	﹤0.01%	1099
2019 Q3	$1K	Buy	+4	New	+$1.49K	﹤0.01%	1225
2018 Q4	–	Hold	0	–	–	–	1442
2018 Q3	–	Hold	0	–	–	–	1463
2018 Q2	–	Hold	0	–	–	–	1501

Other funds holding ATRA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCI Wealth Advisors's ATRA Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Atara Biotherapeutics (ATRA) in Q3 2022, closing a stake of 34 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in ATRA in Q3 2019 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 154 funds tracked by Wall St. Rank hold ATRA as of Q3 2022.

TCI Wealth Advisors reported no remaining Atara Biotherapeutics position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 34 Atara Biotherapeutics shares in Q3 2022, an estimated $7K.
TCI Wealth Advisors first reported a position in Atara Biotherapeutics in Q3 2019 and held it in 10 quarters.
TCI Wealth Advisors's Atara Biotherapeutics position peaked at $7K in Q2 2022.
154 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.