AWS
GLO

Atria Wealth Solutions’s Clough Global Opportunities Fund GLO Stock Holding History

Atria Wealth Solutions’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,300
Closed -$60.8K – 1970
2024
Q2 		$60.8K Buy
11,300
+600
+6% +$3.05K ﹤0.01% 1877
2024
Q1 		$54.4K Buy
+10,700
New +$52.3K ﹤0.01% 1918

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Atria Wealth Solutions's GLO Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Clough Global Opportunities Fund (GLO) in Q3 2024, closing a stake of 11,300 shares — an estimated $60.8K sold.

Atria Wealth Solutions first reported a position in GLO in Q1 2024 and held it in 2 quarters. The position peaked at $60.8K in Q2 2024. 62 funds tracked by Wall St. Rank hold GLO as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Clough Global Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,300 Clough Global Opportunities Fund shares in Q3 2024, an estimated $60.8K.
  • Atria Wealth Solutions first reported a position in Clough Global Opportunities Fund in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Clough Global Opportunities Fund position peaked at $60.8K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.