Atria Investments’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Atria Investments’s Portfolio IQDY Stock Details IQDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,195	Closed	-$503K	–	1974
2024 Q2	$503K	Buy	+17,195	New	+$503K	0.01%	1298
2023 Q1	–	Sell	-44,669	Closed	-$1.08M	–	844
2022 Q4	$1.08M	Buy	+44,669	New	+$1.03M	0.02%	736
2022 Q3	–	Sell	-44,613	Closed	-$1.05M	–	769
2022 Q2	$1.05M	Sell	44,613 -6,814	-13%	-$180K	0.02%	733
2022 Q1	$1.47M	Sell	51,427 -14,464	-22%	-$425K	0.03%	682
2021 Q4	$2M	Buy	65,891 +1,117	+2%	+$33.8K	0.04%	568
2021 Q3	$1.93M	Buy	64,774 +133	+0.2%	+$4.1K	0.03%	544
2021 Q2	$2.01M	Buy	64,641 +6,515	+11%	+$205K	0.04%	499
2021 Q1	$1.76M	Buy	+58,126	New	+$1.73M	0.04%	495

Other funds holding IQDY

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Atria Investments's IQDY Position: Q3 2024 in Review

Atria Investments sold out of FlexShares International Quality Dividend Dynamic Index Fund (IQDY) in Q3 2024, closing a stake of 17,195 shares — an estimated $503K sold.

Atria Investments first reported a position in IQDY in Q1 2021 and held it in 8 quarters. The position peaked at $2.01M in Q2 2021. 27 funds tracked by Wall St. Rank hold IQDY as of Q3 2024.

Atria Investments reported no remaining FlexShares International Quality Dividend Dynamic Index Fund position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 17,195 FlexShares International Quality Dividend Dynamic Index Fund shares in Q3 2024, an estimated $503K.
Atria Investments first reported a position in FlexShares International Quality Dividend Dynamic Index Fund in Q1 2021 and held it in 8 quarters.
Atria Investments's FlexShares International Quality Dividend Dynamic Index Fund position peaked at $2.01M in Q2 2021.
27 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.