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Atria Wealth Solutions’s Essent Group ESNT Stock Holding History

Atria Wealth Solutions’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,176
Closed -$308K – 1973
2024
Q1 		$308K Buy
+5,176
New +$281K ﹤0.01% 1541

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Atria Wealth Solutions's ESNT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Essent Group (ESNT) in Q2 2024, closing a stake of 5,176 shares — an estimated $308K sold.

Atria Wealth Solutions first reported a position in ESNT in Q1 2024 and held it in 1 quarter. The position peaked at $308K in Q1 2024. 287 funds tracked by Wall St. Rank hold ESNT as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Essent Group position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,176 Essent Group shares in Q2 2024, an estimated $308K.
  • Atria Wealth Solutions first reported a position in Essent Group in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Essent Group position peaked at $308K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Essent Group as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.