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Atria Wealth Solutions’s El Pollo Loco LOCO Stock Holding History

Atria Wealth Solutions’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-48,029
Closed -$421K – 1930
2023
Q2 		$421K Buy
+48,029
New +$450K 0.01% 1240

Other funds holding LOCO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Atria Wealth Solutions's LOCO Position: Q3 2023 in Review

Atria Wealth Solutions sold out of El Pollo Loco (LOCO) in Q3 2023, closing a stake of 48,029 shares — an estimated $421K sold.

Atria Wealth Solutions first reported a position in LOCO in Q2 2023 and held it in 1 quarter. The position peaked at $421K in Q2 2023. 114 funds tracked by Wall St. Rank hold LOCO as of Q3 2023.

  • Atria Wealth Solutions reported no remaining El Pollo Loco position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 48,029 El Pollo Loco shares in Q3 2023, an estimated $421K.
  • Atria Wealth Solutions first reported a position in El Pollo Loco in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's El Pollo Loco position peaked at $421K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.