XF
ATAI

XML Financial’s AtaiBeckley Inc ATAI Stock Holding History

XML Financial’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,457
Closed -$31.9K – 361
2024
Q3 		$31.9K Hold
27,457
– – ﹤0.01% 345
2024
Q2 		$36.5K Hold
27,457
– – ﹤0.01% 334
2024
Q1 		$54.1K Hold
27,457
– – 0.01% 336
2023
Q4 		$38.7K Hold
27,457
– – ﹤0.01% 331
2023
Q3 		$35.4K Buy
27,457
+5,390
+24% +$9.23K ﹤0.01% 314
2023
Q2 		$38K Buy
22,067
+8,176
+59% +$15.1K ﹤0.01% 338
2023
Q1 		$25.1K Buy
+13,891
New +$23.5K ﹤0.01% 332

Other funds holding ATAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

XML Financial's ATAI Position: Q4 2024 in Review

XML Financial sold out of AtaiBeckley Inc (ATAI) in Q4 2024, closing a stake of 27,457 shares — an estimated $31.9K sold.

XML Financial first reported a position in ATAI in Q1 2023 and held it in 7 quarters. The position peaked at $54.1K in Q1 2024. 88 funds tracked by Wall St. Rank hold ATAI as of Q4 2024.

  • XML Financial reported no remaining AtaiBeckley Inc position as of Q4 2024 after selling out during the quarter.
  • XML Financial sold 27,457 AtaiBeckley Inc shares in Q4 2024, an estimated $31.9K.
  • XML Financial first reported a position in AtaiBeckley Inc in Q1 2023 and held it in 7 quarters.
  • XML Financial's AtaiBeckley Inc position peaked at $54.1K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q4 2024.

Based on XML Financial's 13F filing for Q4 2024, filed 17 Jan 2025.