Atria Wealth Solutions’s AMCON Distributing DIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,500	Closed	-$206K	–	1955
2023 Q3	$206K	Hold	1,500	–	–	﹤0.01%	1685
2023 Q2	$203K	Buy	+1,500	New	+$192K	﹤0.01%	1695
2022 Q4	–	Sell	-1,500	Closed	-$210K	–	1812
2022 Q3	$210K	Buy	+1,500	New	+$196K	﹤0.01%	1526

Other funds holding DIT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atria Wealth Solutions sold out of AMCON Distributing (DIT) in Q4 2023, closing a stake of 1,500 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in DIT in Q3 2022 and held it in 3 quarters. The position peaked at $210K in Q3 2022. 21 funds tracked by Wall St. Rank hold DIT as of Q4 2023.

Atria Wealth Solutions reported no remaining AMCON Distributing position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 1,500 AMCON Distributing shares in Q4 2023, an estimated $206K.
Atria Wealth Solutions first reported a position in AMCON Distributing in Q3 2022 and held it in 3 quarters.
Atria Wealth Solutions's AMCON Distributing position peaked at $210K in Q3 2022.
21 funds tracked by Wall St. Rank held AMCON Distributing as of Q4 2023.

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