AWS
EVM

Atria Wealth Solutions’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Atria Wealth Solutions’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,645
Closed -$161K – 1885
2022
Q4 		$161K Buy
+18,645
New +$159K ﹤0.01% 1648
2022
Q2 		– Sell
-15,000
Closed -$151K – 1708
2022
Q1 		$151K Buy
+15,000
New +$159K ﹤0.01% 1630

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's EVM Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2023, closing a stake of 18,645 shares — an estimated $161K sold.

Atria Wealth Solutions first reported a position in EVM in Q1 2022 and held it in 2 quarters. The position peaked at $161K in Q4 2022. 45 funds tracked by Wall St. Rank hold EVM as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,645 Eaton Vance California Municipal Bond Fund shares in Q1 2023, an estimated $161K.
  • Atria Wealth Solutions first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Eaton Vance California Municipal Bond Fund position peaked at $161K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.