Atria Wealth Solutions’s Commercial Metals CMC Stock Holding History

Atria Wealth Solutions’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,806	Closed	-$237K	–	1944
2023 Q3	$237K	Hold	4,806	–	–	﹤0.01%	1571
2023 Q2	$253K	Sell	4,806 -40	-0.8%	-$1.87K	﹤0.01%	1546
2023 Q1	$238K	Buy	4,846 +10	+0.2%	+$518	﹤0.01%	1566
2022 Q4	$234K	Buy	+4,836	New	+$222K	﹤0.01%	1515

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Atria Wealth Solutions sold out of Commercial Metals (CMC) in Q4 2023, closing a stake of 4,806 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in CMC in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q2 2023. 432 funds tracked by Wall St. Rank hold CMC as of Q4 2023.

Atria Wealth Solutions reported no remaining Commercial Metals position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 4,806 Commercial Metals shares in Q4 2023, an estimated $237K.
Atria Wealth Solutions first reported a position in Commercial Metals in Q4 2022 and held it in 4 quarters.
Atria Wealth Solutions's Commercial Metals position peaked at $253K in Q2 2023.
432 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2023.

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