AWS
EDF

Atria Wealth Solutions’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Atria Wealth Solutions’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,200
Closed -$52.6K – 1914
2024
Q4 		$52.6K Buy
+11,200
New +$56K ﹤0.01% 1933
2024
Q1 		– Sell
-14,753
Closed -$63.6K – 1987
2023
Q4 		$63.6K Buy
+14,753
New +$60.8K ﹤0.01% 1872
2023
Q3 		– Sell
-10,300
Closed -$46.5K – 1893
2023
Q2 		$46.5K Buy
+10,300
New +$44.1K ﹤0.01% 1818

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Atria Wealth Solutions's EDF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2025, closing a stake of 11,200 shares — an estimated $52.6K sold.

Atria Wealth Solutions first reported a position in EDF in Q2 2023 and held it in 3 quarters. The position peaked at $63.6K in Q4 2023. 31 funds tracked by Wall St. Rank hold EDF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,200 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2025, an estimated $52.6K.
  • Atria Wealth Solutions first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $63.6K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.