AWS
DTP

Atria Wealth Solutions’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Atria Wealth Solutions’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,062
Closed -$216K – 1933
2022
Q1 		$216K Buy
+4,062
New +$208K ﹤0.01% 1545

Other funds holding DTP

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atria Wealth Solutions's DTP Position: Q2 2022 in Review

Atria Wealth Solutions sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q2 2022, closing a stake of 4,062 shares — an estimated $216K sold.

Atria Wealth Solutions first reported a position in DTP in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 59 funds tracked by Wall St. Rank hold DTP as of Q2 2022.

  • Atria Wealth Solutions reported no remaining DTE Energy Company 2019 Corporate Units position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,062 DTE Energy Company 2019 Corporate Units shares in Q2 2022, an estimated $216K.
  • Atria Wealth Solutions first reported a position in DTE Energy Company 2019 Corporate Units in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's DTE Energy Company 2019 Corporate Units position peaked at $216K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.