AWS
BLTE

Atria Wealth Solutions’s Belite Bio BLTE Stock Holding History

Atria Wealth Solutions’s Portfolio BLTE Stock Details BLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-74,019
Closed -$2.36M – 1935
2023
Q3 		$2.36M Sell
74,019
-740,479
-91% -$18.6M 0.03% 506
2023
Q2 		$11.6M Buy
814,498
+2,400
+0.3% +$54.5K 0.16% 133
2023
Q1 		$24.3M Buy
812,098
+333
+0% +$10.1K 0.36% 57
2022
Q4 		$24.5M Buy
811,765
+757,560
+1,398% +$22.3M 0.39% 47
2022
Q3 		$1.82M Buy
54,205
+4,742
+10% +$164K 0.03% 520
2022
Q2 		$1.54M Buy
+49,463
New +$927K 0.03% 533

Other funds holding BLTE

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atria Wealth Solutions's BLTE Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Belite Bio (BLTE) in Q4 2023, closing a stake of 74,019 shares — an estimated $2.36M sold.

Atria Wealth Solutions first reported a position in BLTE in Q2 2022 and held it in 6 quarters. The position peaked at $24.5M in Q4 2022. 17 funds tracked by Wall St. Rank hold BLTE as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Belite Bio position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 74,019 Belite Bio shares in Q4 2023, an estimated $2.36M.
  • Atria Wealth Solutions first reported a position in Belite Bio in Q2 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Belite Bio position peaked at $24.5M in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Belite Bio as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.