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Atria Investments’s Invesco Active US Real Estate Fund PSR Stock Holding History

Atria Investments’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,697
Closed -$624K – 711
2020
Q1 		$624K Buy
+8,697
New +$789K 0.05% 299

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments's PSR Position: Q2 2020 in Review

Atria Investments sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2020, closing a stake of 8,697 shares — an estimated $624K sold.

Atria Investments first reported a position in PSR in Q1 2020 and held it in 1 quarter. The position peaked at $624K in Q1 2020. 51 funds tracked by Wall St. Rank hold PSR as of Q2 2020.

  • Atria Investments reported no remaining Invesco Active US Real Estate Fund position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 8,697 Invesco Active US Real Estate Fund shares in Q2 2020, an estimated $624K.
  • Atria Investments first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and held it in 1 quarter.
  • Atria Investments's Invesco Active US Real Estate Fund position peaked at $624K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.