AWS
DMO

Atria Wealth Solutions’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Atria Wealth Solutions’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,344
Closed -$112K – 1956
2023
Q3 		$112K Buy
+10,344
New +$113K ﹤0.01% 1773

Other funds holding DMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2023, closing a stake of 10,344 shares — an estimated $112K sold.

Atria Wealth Solutions first reported a position in DMO in Q3 2023 and held it in 1 quarter. The position peaked at $112K in Q3 2023. 44 funds tracked by Wall St. Rank hold DMO as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,344 Western Asset Mortgage Opportunity Fund shares in Q4 2023, an estimated $112K.
  • Atria Wealth Solutions first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Western Asset Mortgage Opportunity Fund position peaked at $112K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2023.

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