AWS
FLNA

Atria Wealth Solutions’s Filana Therapeutics FLNA Stock Holding History

Atria Wealth Solutions’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,775
Closed -$494K – 2078
2024
Q3 		$494K Buy
16,775
+2,996
+22% +$69K 0.01% 1256
2024
Q2 		$170K Buy
+13,779
New +$290K ﹤0.01% 1810
2024
Q1 		– Sell
-9,100
Closed -$205K – 2050
2023
Q4 		$205K Buy
+9,100
New +$192K ﹤0.01% 1762

Other funds holding FLNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Atria Wealth Solutions's FLNA Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Filana Therapeutics (FLNA) in Q4 2024, closing a stake of 16,775 shares — an estimated $494K sold.

Atria Wealth Solutions first reported a position in FLNA in Q4 2023 and held it in 3 quarters. The position peaked at $494K in Q3 2024. 137 funds tracked by Wall St. Rank hold FLNA as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Filana Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,775 Filana Therapeutics shares in Q4 2024, an estimated $494K.
  • Atria Wealth Solutions first reported a position in Filana Therapeutics in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Filana Therapeutics position peaked at $494K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Filana Therapeutics as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.