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Atria Wealth Solutions’s Central Pacific Financial CPF Stock Holding History

Atria Wealth Solutions’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,717
Closed -$407K – 1891
2023
Q1 		$407K Buy
+22,717
New +$484K 0.01% 1256

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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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's CPF Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Central Pacific Financial (CPF) in Q2 2023, closing a stake of 22,717 shares — an estimated $407K sold.

Atria Wealth Solutions first reported a position in CPF in Q1 2023 and held it in 1 quarter. The position peaked at $407K in Q1 2023. 151 funds tracked by Wall St. Rank hold CPF as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Central Pacific Financial position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,717 Central Pacific Financial shares in Q2 2023, an estimated $407K.
  • Atria Wealth Solutions first reported a position in Central Pacific Financial in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Central Pacific Financial position peaked at $407K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.