ATRA β€” ATARA BIOTHERAPEUTICS INC

Ownership history in MACKENZIE FINANCIAL CORP  Β·  3 quarters on record

AI Ownership Summary

MACKENZIE FINANCIAL CORP reported ATARA BIOTHERAPEUTICS INC (ATRA) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows ATRA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MACKENZIE FINANCIAL CORP's position in ATARA BIOTHERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATRA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MACKENZIE FINANCIAL CORP held ATRA β€” position size vs. price
% of Fund (quarterly)    ATRA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 58,668 -5,148 -8.1% 0.00% $1.0M 2026-02-14 (Est.) $4.45
2025 Q3 ADDED 63,816 +41,302 +183.5% 0.00% $914K 2025-11-13 $13.39
2025 Q2 INITIATED 22,514 β€” β€” 0.00% $174K 2025-08-13 $12.13

FAQ About MACKENZIE FINANCIAL CORP and ATRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MACKENZIE FINANCIAL CORP reported owning ATRA?

MACKENZIE FINANCIAL CORP reported ATRA across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ATRA position in MACKENZIE FINANCIAL CORP's portfolio?

The largest reported portfolio weight for ATRA was 0.00% in 2025 Q4.

What is the latest reported ATRA position on this page?

The most recent filing on this page is 2025 Q4, when MACKENZIE FINANCIAL CORP reported 58,668 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ATRA ownership page compare?

The chart compares MACKENZIE FINANCIAL CORP's quarterly ATRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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