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Atria Wealth Solutions’s Allient ALNT Stock Holding History

Atria Wealth Solutions’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,179
Closed -$232K – 1919
2024
Q2 		$232K Buy
9,179
+213
+2% +$6.1K ﹤0.01% 1667
2024
Q1 		$320K Buy
8,966
+679
+8% +$20.3K ﹤0.01% 1516
2023
Q4 		$250K Sell
8,287
-587
-7% -$16.6K ﹤0.01% 1630
2023
Q3 		$274K Buy
8,874
+20
+0.2% +$692 ﹤0.01% 1468
2023
Q2 		$354K Sell
8,854
-319
-3% -$11.6K ﹤0.01% 1343
2023
Q1 		$355K Hold
9,173
– – 0.01% 1325
2022
Q4 		$319K Buy
9,173
+434
+5% +$14.3K 0.01% 1323
2022
Q3 		$250K Sell
8,739
-613
-7% -$18.3K ﹤0.01% 1416
2022
Q2 		$226K Buy
9,352
+270
+3% +$6.64K ﹤0.01% 1375
2022
Q1 		$271K Buy
+9,082
New +$318K ﹤0.01% 1375

Other funds holding ALNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's ALNT Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Allient (ALNT) in Q3 2024, closing a stake of 9,179 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in ALNT in Q1 2022 and held it in 10 quarters. The position peaked at $355K in Q1 2023. 118 funds tracked by Wall St. Rank hold ALNT as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Allient position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,179 Allient shares in Q3 2024, an estimated $232K.
  • Atria Wealth Solutions first reported a position in Allient in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Allient position peaked at $355K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Allient as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.