AWS
AZIO

Atria Wealth Solutions’s Azio AI Holdings AZIO Stock Holding History

Atria Wealth Solutions’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,000
Closed -$42K – 1897
2023
Q2 		$42K Hold
2,000
– – ﹤0.01% 1821
2023
Q1 		$63K Hold
2,000
– – ﹤0.01% 1791
2022
Q4 		$42.6K Hold
2,000
– – ﹤0.01% 1758
2022
Q3 		$93.2K Buy
+2,000
New +$100K ﹤0.01% 1648

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Atria Wealth Solutions's AZIO Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Azio AI Holdings (AZIO) in Q3 2023, closing a stake of 2,000 shares — an estimated $42K sold.

Atria Wealth Solutions first reported a position in AZIO in Q3 2022 and held it in 4 quarters. The position peaked at $93.2K in Q3 2022. 18 funds tracked by Wall St. Rank hold AZIO as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Azio AI Holdings position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,000 Azio AI Holdings shares in Q3 2023, an estimated $42K.
  • Atria Wealth Solutions first reported a position in Azio AI Holdings in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Azio AI Holdings position peaked at $93.2K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Azio AI Holdings as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.