Atria Wealth Solutions’s Corebridge Financial CRBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,068	Closed	-$377K	–	1948
2023 Q3	$377K	Sell	19,068 -1,009	-5%	-$18.8K	0.01%	1277
2023 Q2	$355K	Buy	+20,077	New	+$335K	﹤0.01%	1341

Other funds holding CRBG

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Corebridge Financial (CRBG) in Q4 2023, closing a stake of 19,068 shares — an estimated $377K sold.

Atria Wealth Solutions first reported a position in CRBG in Q2 2023 and held it in 2 quarters. The position peaked at $377K in Q3 2023. 248 funds tracked by Wall St. Rank hold CRBG as of Q4 2023.

Atria Wealth Solutions reported no remaining Corebridge Financial position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 19,068 Corebridge Financial shares in Q4 2023, an estimated $377K.
Atria Wealth Solutions first reported a position in Corebridge Financial in Q2 2023 and held it in 2 quarters.
Atria Wealth Solutions's Corebridge Financial position peaked at $377K in Q3 2023.
248 funds tracked by Wall St. Rank held Corebridge Financial as of Q4 2023.

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