Atria Investments’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Atria Investments’s Portfolio KNOW Stock Details KNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,533	Closed	-$321K	–	1055
2018 Q4	$321K	Sell	9,533 -3,442	-27%	-$129K	0.01%	634
2018 Q3	$534K	Sell	12,975 -678	-5%	-$28.8K	0.02%	576
2018 Q2	$565K	Buy	+13,653	New	+$564K	0.02%	532

Other funds holding KNOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Atria Investments's KNOW Position: Q1 2019 in Review

Atria Investments sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2019, closing a stake of 9,533 shares — an estimated $321K sold.

Atria Investments first reported a position in KNOW in Q2 2018 and held it in 3 quarters. The position peaked at $565K in Q2 2018. 48 funds tracked by Wall St. Rank hold KNOW as of Q1 2019.

Atria Investments reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2019 after selling out during the quarter.
Atria Investments sold 9,533 Direxion All Cap Insider Sentiment Shares shares in Q1 2019, an estimated $321K.
Atria Investments first reported a position in Direxion All Cap Insider Sentiment Shares in Q2 2018 and held it in 3 quarters.
Atria Investments's Direxion All Cap Insider Sentiment Shares position peaked at $565K in Q2 2018.
48 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.