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Atria Investments’s MetroCity Bankshares MCBS Stock Holding History

Atria Investments’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,961
Closed -$342K – 1993
2024
Q2 		$342K Buy
+12,961
New +$316K ﹤0.01% 1511

Other funds holding MCBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's MCBS Position: Q3 2024 in Review

Atria Investments sold out of MetroCity Bankshares (MCBS) in Q3 2024, closing a stake of 12,961 shares — an estimated $342K sold.

Atria Investments first reported a position in MCBS in Q2 2024 and held it in 1 quarter. The position peaked at $342K in Q2 2024. 87 funds tracked by Wall St. Rank hold MCBS as of Q3 2024.

  • Atria Investments reported no remaining MetroCity Bankshares position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 12,961 MetroCity Bankshares shares in Q3 2024, an estimated $342K.
  • Atria Investments first reported a position in MetroCity Bankshares in Q2 2024 and held it in 1 quarter.
  • Atria Investments's MetroCity Bankshares position peaked at $342K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q3 2024.

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