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Atria Wealth Solutions’s Information Services Group III Stock Holding History

Atria Wealth Solutions’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,600
Closed -$59K – 1926
2023
Q1 		$59K Hold
11,600
– – ﹤0.01% 1796
2022
Q4 		$53.4K Buy
11,600
+400
+4% +$2.02K ﹤0.01% 1741
2022
Q3 		$53.3K Hold
11,200
– – ﹤0.01% 1693
2022
Q2 		$76K Buy
+11,200
New +$70.5K ﹤0.01% 1564

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Atria Wealth Solutions's III Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Information Services Group (III) in Q2 2023, closing a stake of 11,600 shares — an estimated $59K sold.

Atria Wealth Solutions first reported a position in III in Q2 2022 and held it in 4 quarters. The position peaked at $76K in Q2 2022. 98 funds tracked by Wall St. Rank hold III as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Information Services Group position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,600 Information Services Group shares in Q2 2023, an estimated $59K.
  • Atria Wealth Solutions first reported a position in Information Services Group in Q2 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Information Services Group position peaked at $76K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held Information Services Group as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.