Atria Wealth Solutions’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Atria Wealth Solutions’s Portfolio HIE Stock Details HIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-104,284	Closed	-$1.27M	–	2122
2024 Q3	$1.27M	Buy	104,284 +201	+0.2%	+$2.35K	0.01%	828
2024 Q2	$1.17M	Sell	104,083 -30,476	-23%	-$337K	0.01%	826
2024 Q1	$1.49M	Sell	134,559 -100	-0.1%	-$1.07K	0.02%	739
2023 Q4	$1.43M	Buy	134,659 +219	+0.2%	+$2.2K	0.02%	730
2023 Q3	$1.33M	Sell	134,440 -2,719	-2%	-$27.5K	0.02%	703
2023 Q2	$1.39M	Sell	137,159 -58,656	-30%	-$586K	0.02%	713
2023 Q1	$1.97M	Buy	+195,815	New	+$2.07M	0.03%	544

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

Atria Wealth Solutions sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2024, closing a stake of 104,284 shares — an estimated $1.27M sold.

Atria Wealth Solutions first reported a position in HIE in Q1 2023 and held it in 7 quarters. The position peaked at $1.97M in Q1 2023. 0 funds tracked by Wall St. Rank hold HIE as of Q4 2024.

Atria Wealth Solutions reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 104,284 Miller/Howard High Income Equity Fund shares in Q4 2024, an estimated $1.27M.
Atria Wealth Solutions first reported a position in Miller/Howard High Income Equity Fund in Q1 2023 and held it in 7 quarters.
Atria Wealth Solutions's Miller/Howard High Income Equity Fund position peaked at $1.97M in Q1 2023.
0 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2024.

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