AWS
HSII

Atria Wealth Solutions’s Heidrick & Struggles HSII Stock Holding History

Atria Wealth Solutions’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,337
Closed -$327K – 1913
2023
Q2 		$327K Buy
+12,337
New +$325K ﹤0.01% 1381
2022
Q4 		– Sell
-10,293
Closed -$268K – 1832
2022
Q3 		$268K Buy
+10,293
New +$304K ﹤0.01% 1370

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Atria Wealth Solutions's HSII Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Heidrick & Struggles (HSII) in Q3 2023, closing a stake of 12,337 shares — an estimated $327K sold.

Atria Wealth Solutions first reported a position in HSII in Q3 2022 and held it in 2 quarters. The position peaked at $327K in Q2 2023. 157 funds tracked by Wall St. Rank hold HSII as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Heidrick & Struggles position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,337 Heidrick & Struggles shares in Q3 2023, an estimated $327K.
  • Atria Wealth Solutions first reported a position in Heidrick & Struggles in Q3 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Heidrick & Struggles position peaked at $327K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.