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Atria Wealth Solutions’s Consumer Portfolio Services CPSS Stock Holding History

Atria Wealth Solutions’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-244,544
Closed -$245K – 1774
2022
Q2 		$245K Buy
+244,544
New +$2.98M ﹤0.01% 1328

Other funds holding CPSS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's CPSS Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Consumer Portfolio Services (CPSS) in Q3 2022, closing a stake of 244,544 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in CPSS in Q2 2022 and held it in 1 quarter. The position peaked at $245K in Q2 2022. 58 funds tracked by Wall St. Rank hold CPSS as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Consumer Portfolio Services position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 244,544 Consumer Portfolio Services shares in Q3 2022, an estimated $245K.
  • Atria Wealth Solutions first reported a position in Consumer Portfolio Services in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Consumer Portfolio Services position peaked at $245K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.