Atria Investments’s BrightView Holdings BV Stock Holding History

Atria Investments’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,635	Closed	-$184K	–	562
2020 Q1	$184K	Buy	+16,635	New	+$238K	0.01%	532

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atria Investments's BV Position: Q2 2020 in Review

Atria Investments sold out of BrightView Holdings (BV) in Q2 2020, closing a stake of 16,635 shares — an estimated $184K sold.

Atria Investments first reported a position in BV in Q1 2020 and held it in 1 quarter. The position peaked at $184K in Q1 2020. 109 funds tracked by Wall St. Rank hold BV as of Q2 2020.

Atria Investments reported no remaining BrightView Holdings position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 16,635 BrightView Holdings shares in Q2 2020, an estimated $184K.
Atria Investments first reported a position in BrightView Holdings in Q1 2020 and held it in 1 quarter.
Atria Investments's BrightView Holdings position peaked at $184K in Q1 2020.
109 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.