AWS
INST

Atria Wealth Solutions’s Instructure Holdings, Inc. INST Stock Holding History

Atria Wealth Solutions’s Portfolio INST Stock Details INST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,475
Closed -$202K – 2080
2023
Q4 		$202K Sell
7,475
-990
-12% -$25.7K ﹤0.01% 1777
2023
Q3 		$215K Buy
+8,465
New +$219K ﹤0.01% 1653

Other funds holding INST

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atria Wealth Solutions's INST Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Instructure Holdings, Inc. (INST) in Q1 2024, closing a stake of 7,475 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in INST in Q3 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 118 funds tracked by Wall St. Rank hold INST as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Instructure Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,475 Instructure Holdings, Inc. shares in Q1 2024, an estimated $202K.
  • Atria Wealth Solutions first reported a position in Instructure Holdings, Inc. in Q3 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Instructure Holdings, Inc. position peaked at $215K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Instructure Holdings, Inc. as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.