AWS
EDI

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

Atria Wealth Solutions’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,500
Closed -$54.3K – 2001
2023
Q2 		$54.3K Buy
+10,500
New +$53.2K ﹤0.01% 1812

Other funds holding EDI

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Atria Wealth Solutions's EDI Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q3 2023, closing a stake of 10,500 shares — an estimated $54.3K sold.

Atria Wealth Solutions first reported a position in EDI in Q2 2023 and held it in 1 quarter. The position peaked at $54.3K in Q2 2023. 20 funds tracked by Wall St. Rank hold EDI as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,500 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q3 2023, an estimated $54.3K.
  • Atria Wealth Solutions first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $54.3K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.