Atria Investments’s iShares Global Materials ETF MXI Stock Holding History

Atria Investments’s Portfolio MXI Stock Details MXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,103	Closed	-$209K	–	959
2019 Q4	$209K	Buy	+3,103	New	+$201K	0.01%	1136

Other funds holding MXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Atria Investments's MXI Position: Q1 2020 in Review

Atria Investments sold out of iShares Global Materials ETF (MXI) in Q1 2020, closing a stake of 3,103 shares — an estimated $209K sold.

Atria Investments first reported a position in MXI in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 52 funds tracked by Wall St. Rank hold MXI as of Q1 2020.

Atria Investments reported no remaining iShares Global Materials ETF position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 3,103 iShares Global Materials ETF shares in Q1 2020, an estimated $209K.
Atria Investments first reported a position in iShares Global Materials ETF in Q4 2019 and held it in 1 quarter.
Atria Investments's iShares Global Materials ETF position peaked at $209K in Q4 2019.
52 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.