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Atria Wealth Solutions’s H.B. Fuller FUL Stock Holding History

Atria Wealth Solutions’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,351
Closed -$262K – 1792
2022
Q2 		$262K Hold
4,351
– – ﹤0.01% 1283
2022
Q1 		$287K Buy
+4,351
New +$306K ﹤0.01% 1342

Other funds holding FUL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's FUL Position: Q3 2022 in Review

Atria Wealth Solutions sold out of H.B. Fuller (FUL) in Q3 2022, closing a stake of 4,351 shares — an estimated $262K sold.

Atria Wealth Solutions first reported a position in FUL in Q1 2022 and held it in 2 quarters. The position peaked at $287K in Q1 2022. 248 funds tracked by Wall St. Rank hold FUL as of Q3 2022.

  • Atria Wealth Solutions reported no remaining H.B. Fuller position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,351 H.B. Fuller shares in Q3 2022, an estimated $262K.
  • Atria Wealth Solutions first reported a position in H.B. Fuller in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's H.B. Fuller position peaked at $287K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.