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Atria Wealth Solutions’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Atria Wealth Solutions’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-44,313
Closed -$1.53M – 1756
2022
Q1 		$1.53M Buy
+44,313
New +$1.57M 0.03% 569

Other funds holding IDNA

WBG
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Atria Wealth Solutions's IDNA Position: Q2 2022 in Review

Atria Wealth Solutions sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2022, closing a stake of 44,313 shares — an estimated $1.53M sold.

Atria Wealth Solutions first reported a position in IDNA in Q1 2022 and held it in 1 quarter. The position peaked at $1.53M in Q1 2022. 73 funds tracked by Wall St. Rank hold IDNA as of Q2 2022.

  • Atria Wealth Solutions reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 44,313 iShares Genomics Immunology and Healthcare ETF shares in Q2 2022, an estimated $1.53M.
  • Atria Wealth Solutions first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares Genomics Immunology and Healthcare ETF position peaked at $1.53M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.