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Atria Wealth Solutions’s Chemed CHE Stock Holding History

Atria Wealth Solutions’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-556
Closed -$357K – 1950
2024
Q1 		$357K Hold
556
– – ﹤0.01% 1440
2023
Q4 		$325K Sell
556
-13
-2% -$7.28K ﹤0.01% 1438
2023
Q3 		$296K Buy
569
+1
+0.2% +$520 ﹤0.01% 1424
2023
Q2 		$308K Hold
568
– – ﹤0.01% 1420
2023
Q1 		$305K Buy
568
+9
+2% +$4.59K ﹤0.01% 1396
2022
Q4 		$285K Hold
559
– – ﹤0.01% 1392
2022
Q3 		$244K Buy
559
+16
+3% +$7.69K ﹤0.01% 1435
2022
Q2 		$255K Buy
+543
New +$265K ﹤0.01% 1302

Other funds holding CHE

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Atria Wealth Solutions's CHE Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Chemed (CHE) in Q2 2024, closing a stake of 556 shares — an estimated $357K sold.

Atria Wealth Solutions first reported a position in CHE in Q2 2022 and held it in 8 quarters. The position peaked at $357K in Q1 2024. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 556 Chemed shares in Q2 2024, an estimated $357K.
  • Atria Wealth Solutions first reported a position in Chemed in Q2 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Chemed position peaked at $357K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.