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Atria Wealth Solutions’s CenterPoint Energy CNP Stock Holding History

Atria Wealth Solutions’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,213
Closed -$366K – 1874
2022
Q4 		$366K Sell
12,213
-158
-1% -$4.59K 0.01% 1250
2022
Q3 		$349K Buy
12,371
+1,072
+9% +$33.4K 0.01% 1213
2022
Q2 		$334K Buy
+11,299
New +$348K 0.01% 1155

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atria Wealth Solutions's CNP Position: Q1 2023 in Review

Atria Wealth Solutions sold out of CenterPoint Energy (CNP) in Q1 2023, closing a stake of 12,213 shares — an estimated $366K sold.

Atria Wealth Solutions first reported a position in CNP in Q2 2022 and held it in 3 quarters. The position peaked at $366K in Q4 2022. 599 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

  • Atria Wealth Solutions reported no remaining CenterPoint Energy position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,213 CenterPoint Energy shares in Q1 2023, an estimated $366K.
  • Atria Wealth Solutions first reported a position in CenterPoint Energy in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's CenterPoint Energy position peaked at $366K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.