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Atria Wealth Solutions’s Flowers Foods FLO Stock Holding History

Atria Wealth Solutions’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,413
Closed -$234K – 1996
2023
Q4 		$234K Sell
10,413
-419
-4% -$9.04K ﹤0.01% 1675
2023
Q3 		$240K Buy
10,832
+1,660
+18% +$39.7K ﹤0.01% 1563
2023
Q2 		$228K Sell
9,172
-177
-2% -$4.69K ﹤0.01% 1613
2023
Q1 		$256K Buy
9,349
+154
+2% +$4.25K ﹤0.01% 1513
2022
Q4 		$264K Buy
9,195
+27
+0.3% +$759 ﹤0.01% 1434
2022
Q3 		$226K Buy
9,168
+75
+0.8% +$2.03K ﹤0.01% 1482
2022
Q2 		$239K Buy
+9,093
New +$239K ﹤0.01% 1346

Other funds holding FLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Atria Wealth Solutions's FLO Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Flowers Foods (FLO) in Q1 2024, closing a stake of 10,413 shares — an estimated $234K sold.

Atria Wealth Solutions first reported a position in FLO in Q2 2022 and held it in 7 quarters. The position peaked at $264K in Q4 2022. 376 funds tracked by Wall St. Rank hold FLO as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Flowers Foods position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,413 Flowers Foods shares in Q1 2024, an estimated $234K.
  • Atria Wealth Solutions first reported a position in Flowers Foods in Q2 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Flowers Foods position peaked at $264K in Q4 2022.
  • 376 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.