Atria Wealth Solutions’s ARC Document Solutions, Inc. ARC Stock Holding History

Atria Wealth Solutions’s Portfolio ARC Stock Details ARC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,564	Closed	-$59.4K	–	2125
2024 Q3	$59.4K	Buy	17,564 +1,600	+10%	+$5.01K	﹤0.01%	1881
2024 Q2	$42.1K	Buy	15,964 +5,064	+46%	+$13.6K	﹤0.01%	1895
2024 Q1	$30.2K	Buy	+10,900	New	+$30.8K	﹤0.01%	1937

Atria Wealth Solutions's ARC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of ARC Document Solutions, Inc. (ARC) in Q4 2024, closing a stake of 17,564 shares — an estimated $59.4K sold.

Atria Wealth Solutions first reported a position in ARC in Q1 2024 and held it in 3 quarters. The position peaked at $59.4K in Q3 2024. 0 funds tracked by Wall St. Rank hold ARC as of Q4 2024.

Atria Wealth Solutions reported no remaining ARC Document Solutions, Inc. position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 17,564 ARC Document Solutions, Inc. shares in Q4 2024, an estimated $59.4K.
Atria Wealth Solutions first reported a position in ARC Document Solutions, Inc. in Q1 2024 and held it in 3 quarters.
Atria Wealth Solutions's ARC Document Solutions, Inc. position peaked at $59.4K in Q3 2024.
0 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.