Atria Wealth Solutions’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Atria Wealth Solutions’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,905	Closed	-$93.3K	–	1918
2022 Q4	$93.3K	Buy	10,905 +107	+1%	+$927	﹤0.01%	1703
2022 Q3	$87.7K	Buy	+10,798	New	+$96.2K	﹤0.01%	1656
2022 Q2	–	Sell	-22,356	Closed	-$206K	–	1776
2022 Q1	$206K	Buy	+22,356	New	+$190K	﹤0.01%	1583

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's KYN Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023, closing a stake of 10,905 shares — an estimated $93.3K sold.

Atria Wealth Solutions first reported a position in KYN in Q1 2022 and held it in 3 quarters. The position peaked at $206K in Q1 2022. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

Atria Wealth Solutions reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,905 Kayne Anderson Energy Infrastructure Fund shares in Q1 2023, an estimated $93.3K.
Atria Wealth Solutions first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's Kayne Anderson Energy Infrastructure Fund position peaked at $206K in Q1 2022.
186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.