Atria Wealth Solutions’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Atria Wealth Solutions’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,118	Closed	-$202K	–	1896
2023 Q2	$202K	Sell	12,118 -364	-3%	-$5.89K	﹤0.01%	1698
2023 Q1	$202K	Hold	12,482	–	–	﹤0.01%	1677
2022 Q4	$188K	Sell	12,482 -439	-3%	-$6.84K	﹤0.01%	1627
2022 Q3	$195K	Hold	12,921	–	–	﹤0.01%	1564
2022 Q2	$208K	Sell	12,921 -120	-0.9%	-$2.12K	﹤0.01%	1433
2022 Q1	$268K	Buy	+13,041	New	+$266K	﹤0.01%	1380

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2023, closing a stake of 12,118 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in ETG in Q1 2022 and held it in 6 quarters. The position peaked at $268K in Q1 2022. 95 funds tracked by Wall St. Rank hold ETG as of Q3 2023.

Atria Wealth Solutions reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 12,118 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2023, an estimated $202K.
Atria Wealth Solutions first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $268K in Q1 2022.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2023.

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