Atria Wealth Solutions
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Atria Wealth Solutions’s St. Joe Company JOE Stock Holding History

Atria Wealth Solutions’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,627
Closed -$218K – 2016
2023
Q4 		$218K Buy
+3,627
New +$191K ﹤0.01% 1720

Other funds holding JOE

FCM
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Atria Wealth Solutions sold out of St. Joe Company (JOE) in Q1 2024, closing a stake of 3,627 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in JOE in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 240 funds tracked by Wall St. Rank hold JOE as of Q1 2024.

  • Atria Wealth Solutions reported no remaining St. Joe Company position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,627 St. Joe Company shares in Q1 2024, an estimated $218K.
  • Atria Wealth Solutions first reported a position in St. Joe Company in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's St. Joe Company position peaked at $218K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2024.

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