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Atria Wealth Solutions’s CTS Corp CTS Stock Holding History

Atria Wealth Solutions’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,053
Closed -$335K – 1540
2025
Q1 		$335K Buy
8,053
+4,000
+99% +$187K ﹤0.01% 1410
2024
Q4 		$214K Buy
+4,053
New +$212K ﹤0.01% 1793
2024
Q3 		– Sell
-4,253
Closed -$215K – 1948
2024
Q2 		$215K Buy
+4,253
New +$210K ﹤0.01% 1723
2023
Q3 		– Sell
-4,753
Closed -$203K – 1887
2023
Q2 		$203K Sell
4,753
-199
-4% -$8.75K ﹤0.01% 1696
2023
Q1 		$245K Buy
+4,952
New +$222K ﹤0.01% 1541
2022
Q4 		– Sell
-5,252
Closed -$219K – 1810
2022
Q3 		$219K Buy
+5,252
New +$211K ﹤0.01% 1507
2022
Q2 		– Sell
-6,052
Closed -$214K – 1681
2022
Q1 		$214K Buy
+6,052
New +$212K ﹤0.01% 1549

Other funds holding CTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 CTS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of CTS Corp (CTS) in Q2 2025, closing a stake of 8,053 shares — an estimated $335K sold.

Atria Wealth Solutions first reported a position in CTS in Q1 2022 and held it in 7 quarters. The position peaked at $335K in Q1 2025. 224 funds tracked by Wall St. Rank hold CTS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining CTS Corp position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,053 CTS Corp shares in Q2 2025, an estimated $335K.
  • Atria Wealth Solutions first reported a position in CTS Corp in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's CTS Corp position peaked at $335K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held CTS Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.