Atria Investments’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History

Atria Investments’s Portfolio KDFI Stock Details KDFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-581,563	Closed	-$12.5M	–	887
2021 Q3	$12.5M	Sell	581,563 -634,670	-52%	-$13.8M	0.23%	99
2021 Q2	$26.5M	Buy	1,216,233 +313,571	+35%	+$6.8M	0.51%	34
2021 Q1	$19.4M	Buy	902,662 +100,531	+13%	+$2.17M	0.43%	46
2020 Q4	$17.4M	Buy	+802,131	New	+$17.1M	0.42%	46

Atria Investments's KDFI Position: Q4 2021 in Review

Atria Investments sold out of KFA Dynamic Fixed Income ETF (KDFI) in Q4 2021, closing a stake of 581,563 shares — an estimated $12.5M sold.

Atria Investments first reported a position in KDFI in Q4 2020 and held it in 4 quarters. The position peaked at $26.5M in Q2 2021. 0 funds tracked by Wall St. Rank hold KDFI as of Q4 2021.

Atria Investments reported no remaining KFA Dynamic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
Atria Investments sold 581,563 KFA Dynamic Fixed Income ETF shares in Q4 2021, an estimated $12.5M.
Atria Investments first reported a position in KFA Dynamic Fixed Income ETF in Q4 2020 and held it in 4 quarters.
Atria Investments's KFA Dynamic Fixed Income ETF position peaked at $26.5M in Q2 2021.
0 funds tracked by Wall St. Rank held KFA Dynamic Fixed Income ETF as of Q4 2021.

Based on Atria Investments's 13F filing for Q4 2021, filed 4 Feb 2022.