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Atria Investments’s IQ Candriam International Equity ETF IQSI Stock Holding History

Atria Investments’s Portfolio IQSI Stock Details IQSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,796
Closed -$1.05M – 920
2023
Q3 		$1.05M Buy
+40,796
New +$1.1M 0.02% 823

Other funds holding IQSI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Atria Investments's IQSI Position: Q4 2023 in Review

Atria Investments sold out of IQ Candriam International Equity ETF (IQSI) in Q4 2023, closing a stake of 40,796 shares — an estimated $1.05M sold.

Atria Investments first reported a position in IQSI in Q3 2023 and held it in 1 quarter. The position peaked at $1.05M in Q3 2023. 19 funds tracked by Wall St. Rank hold IQSI as of Q4 2023.

  • Atria Investments reported no remaining IQ Candriam International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Atria Investments sold 40,796 IQ Candriam International Equity ETF shares in Q4 2023, an estimated $1.05M.
  • Atria Investments first reported a position in IQ Candriam International Equity ETF in Q3 2023 and held it in 1 quarter.
  • Atria Investments's IQ Candriam International Equity ETF position peaked at $1.05M in Q3 2023.
  • 19 funds tracked by Wall St. Rank held IQ Candriam International Equity ETF as of Q4 2023.

Based on Atria Investments's 13F filing for Q4 2023, filed 14 Feb 2024.