AWS
AGNT

Atria Wealth Solutions’s AGNT Inc AGNT Stock Holding History

Atria Wealth Solutions’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,717
Closed -$131K – 1817
2022
Q3 		$131K Sell
11,717
-967
-8% -$13.5K ﹤0.01% 1606
2022
Q2 		$149K Buy
12,684
+120
+1% +$1.74K ﹤0.01% 1492
2022
Q1 		$266K Buy
+12,564
New +$329K ﹤0.01% 1383

Other funds holding AGNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's AGNT Position: Q4 2022 in Review

Atria Wealth Solutions sold out of AGNT Inc (AGNT) in Q4 2022, closing a stake of 11,717 shares — an estimated $131K sold.

Atria Wealth Solutions first reported a position in AGNT in Q1 2022 and held it in 3 quarters. The position peaked at $266K in Q1 2022. 198 funds tracked by Wall St. Rank hold AGNT as of Q4 2022.

  • Atria Wealth Solutions reported no remaining AGNT Inc position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,717 AGNT Inc shares in Q4 2022, an estimated $131K.
  • Atria Wealth Solutions first reported a position in AGNT Inc in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's AGNT Inc position peaked at $266K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.