AWS
MCR

Atria Wealth Solutions’s MFS Charter Income Trust MCR Stock Holding History

Atria Wealth Solutions’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,177
Closed -$93.3K – 1921
2022
Q4 		$93.3K Buy
15,177
+135
+0.9% +$860 ﹤0.01% 1704
2022
Q3 		$89.5K Buy
+15,042
New +$97.7K ﹤0.01% 1653
2022
Q2 		– Sell
-18,706
Closed -$137K – 1790
2022
Q1 		$137K Buy
+18,706
New +$143K ﹤0.01% 1640

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Atria Wealth Solutions sold out of MFS Charter Income Trust (MCR) in Q1 2023, closing a stake of 15,177 shares — an estimated $93.3K sold.

Atria Wealth Solutions first reported a position in MCR in Q1 2022 and held it in 3 quarters. The position peaked at $137K in Q1 2022. 59 funds tracked by Wall St. Rank hold MCR as of Q1 2023.

  • Atria Wealth Solutions reported no remaining MFS Charter Income Trust position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,177 MFS Charter Income Trust shares in Q1 2023, an estimated $93.3K.
  • Atria Wealth Solutions first reported a position in MFS Charter Income Trust in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's MFS Charter Income Trust position peaked at $137K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2023.

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