AWS
BOOM icon

Atria Wealth Solutions’s DMC Global BOOM Stock Holding History

Atria Wealth Solutions’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,722
Closed -$421K – 1879
2023
Q2 		$421K Buy
23,722
+2,069
+10% +$37.4K 0.01% 1239
2023
Q1 		$476K Buy
+21,653
New +$496K 0.01% 1171

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Atria Wealth Solutions sold out of DMC Global (BOOM) in Q3 2023, closing a stake of 23,722 shares — an estimated $421K sold.

Atria Wealth Solutions first reported a position in BOOM in Q1 2023 and held it in 2 quarters. The position peaked at $476K in Q1 2023. 136 funds tracked by Wall St. Rank hold BOOM as of Q3 2023.

  • Atria Wealth Solutions reported no remaining DMC Global position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,722 DMC Global shares in Q3 2023, an estimated $421K.
  • Atria Wealth Solutions first reported a position in DMC Global in Q1 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's DMC Global position peaked at $476K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held DMC Global as of Q3 2023.

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