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True Wealth Design’s Anterix ATEX Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-8
Closed -$172 – 2573
2025
Q3 		$172 Buy
+8
New +$179 ﹤0.01% 2338

Other funds holding ATEX

OCAM
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HCL
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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
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's ATEX Position: Q4 2025 in Review

True Wealth Design sold out of Anterix (ATEX) in Q4 2025, closing a stake of 8 shares — an estimated $172 sold.

True Wealth Design first reported a position in ATEX in Q3 2025 and held it in 1 quarter. The position peaked at $172 in Q3 2025. 117 funds tracked by Wall St. Rank hold ATEX as of Q4 2025.

  • True Wealth Design reported no remaining Anterix position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 8 Anterix shares in Q4 2025, an estimated $172.
  • True Wealth Design first reported a position in Anterix in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Anterix position peaked at $172 in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Anterix as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.