Atria Wealth Solutions’s AlerisLife Inc ALR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-110,380
Closed -$60.7K 1971
2022
Q4
$60.7K Sell
110,380
-2,042
-2% -$1.69K ﹤0.01% 1729
2022
Q3
$107K Buy
112,422
+14,650
+15% +$16.8K ﹤0.01% 1631
2022
Q2
$117K Buy
97,772
+38,500
+65% +$62.6K ﹤0.01% 1513
2022
Q1
$127K Buy
+59,272
New +$159K ﹤0.01% 1649

Atria Wealth Solutions's ALR Position: Q1 2023 in Review

Atria Wealth Solutions sold out of AlerisLife Inc (ALR) in Q1 2023, closing a stake of 110,380 shares — an estimated $60.7K sold.

Atria Wealth Solutions first reported a position in ALR in Q1 2022 and held it in 4 quarters. The position peaked at $127K in Q1 2022. 1 fund tracked by Wall St. Rank holds ALR as of Q1 2023.

  • Atria Wealth Solutions reported no remaining AlerisLife Inc position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 110,380 AlerisLife Inc shares in Q1 2023, an estimated $60.7K.
  • Atria Wealth Solutions first reported a position in AlerisLife Inc in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's AlerisLife Inc position peaked at $127K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held AlerisLife Inc as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.