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Atria Wealth Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

Atria Wealth Solutions’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,196
Closed -$297K – 1851
2022
Q3 		$297K Sell
8,196
-4,339
-35% -$174K 0.01% 1306
2022
Q2 		$475K Buy
+12,535
New +$515K 0.01% 994

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Atria Wealth Solutions's LRGF Position: Q4 2022 in Review

Atria Wealth Solutions sold out of iShares US Equity Factor ETF (LRGF) in Q4 2022, closing a stake of 8,196 shares — an estimated $297K sold.

Atria Wealth Solutions first reported a position in LRGF in Q2 2022 and held it in 2 quarters. The position peaked at $475K in Q2 2022. 158 funds tracked by Wall St. Rank hold LRGF as of Q4 2022.

  • Atria Wealth Solutions reported no remaining iShares US Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,196 iShares US Equity Factor ETF shares in Q4 2022, an estimated $297K.
  • Atria Wealth Solutions first reported a position in iShares US Equity Factor ETF in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares US Equity Factor ETF position peaked at $475K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.