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Atria Wealth Solutions’s Diana Shipping DSX Stock Holding History

Atria Wealth Solutions’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,058
Closed -$38.8K – 1986
2023
Q4 		$38.8K Sell
13,058
-2,612
-17% -$7.22K ﹤0.01% 1891
2023
Q3 		$43.4K Hold
15,670
– – ﹤0.01% 1822
2023
Q2 		$48K Sell
15,670
-9,788
-38% -$30K ﹤0.01% 1817
2023
Q1 		$79.2K Buy
25,458
+9,757
+62% +$31.5K ﹤0.01% 1772
2022
Q4 		$48.8K Buy
+15,701
New +$50.2K ﹤0.01% 1751

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Morgan Stanley
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LSC
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Mackenzie Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Atria Wealth Solutions's DSX Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Diana Shipping (DSX) in Q1 2024, closing a stake of 13,058 shares — an estimated $38.8K sold.

Atria Wealth Solutions first reported a position in DSX in Q4 2022 and held it in 5 quarters. The position peaked at $79.2K in Q1 2023. 72 funds tracked by Wall St. Rank hold DSX as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Diana Shipping position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,058 Diana Shipping shares in Q1 2024, an estimated $38.8K.
  • Atria Wealth Solutions first reported a position in Diana Shipping in Q4 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Diana Shipping position peaked at $79.2K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Diana Shipping as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.