AWS
DXPE icon

Atria Wealth Solutions’s DXP Enterprises DXPE Stock Holding History

Atria Wealth Solutions’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,747
Closed -$236K – 1957
2023
Q3 		$236K Sell
6,747
-9,569
-59% -$346K ﹤0.01% 1575
2023
Q2 		$594K Buy
+16,316
New +$492K 0.01% 1070

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Atria Wealth Solutions sold out of DXP Enterprises (DXPE) in Q4 2023, closing a stake of 6,747 shares — an estimated $236K sold.

Atria Wealth Solutions first reported a position in DXPE in Q2 2023 and held it in 2 quarters. The position peaked at $594K in Q2 2023. 138 funds tracked by Wall St. Rank hold DXPE as of Q4 2023.

  • Atria Wealth Solutions reported no remaining DXP Enterprises position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,747 DXP Enterprises shares in Q4 2023, an estimated $236K.
  • Atria Wealth Solutions first reported a position in DXP Enterprises in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's DXP Enterprises position peaked at $594K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2023.

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