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Atria Wealth Solutions’s Center Bancorp CNOB Stock Holding History

Atria Wealth Solutions’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,342
Closed -$209K – 1988
2024
Q3 		$209K Buy
+8,342
New +$192K ﹤0.01% 1763
2024
Q2 		– Sell
-10,640
Closed -$207K – 1952
2024
Q1 		$207K Buy
10,640
+1
+0% +$21 ﹤0.01% 1806
2023
Q4 		$244K Buy
10,639
+2
+0% +$39 ﹤0.01% 1650
2023
Q3 		$190K Buy
10,637
+1
+0% +$19 ﹤0.01% 1713
2023
Q2 		$176K Buy
10,636
+1
+0% +$16 ﹤0.01% 1730
2023
Q1 		$188K Buy
10,635
+125
+1% +$2.85K ﹤0.01% 1689
2022
Q4 		$254K Hold
10,510
– – ﹤0.01% 1455
2022
Q3 		$242K Sell
10,510
-5,572
-35% -$142K ﹤0.01% 1441
2022
Q2 		$393K Sell
16,082
-1,918
-11% -$53.4K 0.01% 1079
2022
Q1 		$576K Buy
+18,000
New +$602K 0.01% 986

Other funds holding CNOB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Center Bancorp (CNOB) in Q4 2024, closing a stake of 8,342 shares — an estimated $209K sold.

Atria Wealth Solutions first reported a position in CNOB in Q1 2022 and held it in 10 quarters. The position peaked at $576K in Q1 2022. 159 funds tracked by Wall St. Rank hold CNOB as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Center Bancorp position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,342 Center Bancorp shares in Q4 2024, an estimated $209K.
  • Atria Wealth Solutions first reported a position in Center Bancorp in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Center Bancorp position peaked at $576K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Center Bancorp as of Q4 2024.

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