AWS
BLFS icon

Atria Wealth Solutions’s BioLife Solutions BLFS Stock Holding History

Atria Wealth Solutions’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,591
Closed -$215K – 1982
2024
Q3 		$215K Buy
+8,591
New +$203K ﹤0.01% 1741

Other funds holding BLFS

CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Atria Wealth Solutions sold out of BioLife Solutions (BLFS) in Q4 2024, closing a stake of 8,591 shares — an estimated $215K sold.

Atria Wealth Solutions first reported a position in BLFS in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 180 funds tracked by Wall St. Rank hold BLFS as of Q4 2024.

  • Atria Wealth Solutions reported no remaining BioLife Solutions position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,591 BioLife Solutions shares in Q4 2024, an estimated $215K.
  • Atria Wealth Solutions first reported a position in BioLife Solutions in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's BioLife Solutions position peaked at $215K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held BioLife Solutions as of Q4 2024.

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