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Atria Wealth Solutions’s Methode Electronics MEI Stock Holding History

Atria Wealth Solutions’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,426
Closed -$249K – 1933
2023
Q2 		$249K Sell
7,426
-738
-9% -$30.1K ﹤0.01% 1553
2023
Q1 		$358K Buy
8,164
+39
+0.5% +$1.81K 0.01% 1321
2022
Q4 		$361K Sell
8,125
-573
-7% -$24.5K 0.01% 1260
2022
Q3 		$323K Hold
8,698
– – 0.01% 1254
2022
Q2 		$322K Sell
8,698
-187
-2% -$8.06K 0.01% 1175
2022
Q1 		$384K Buy
+8,885
New +$398K 0.01% 1194

Other funds holding MEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Methode Electronics (MEI) in Q3 2023, closing a stake of 7,426 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in MEI in Q1 2022 and held it in 6 quarters. The position peaked at $384K in Q1 2022. 189 funds tracked by Wall St. Rank hold MEI as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Methode Electronics position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,426 Methode Electronics shares in Q3 2023, an estimated $249K.
  • Atria Wealth Solutions first reported a position in Methode Electronics in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Methode Electronics position peaked at $384K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Methode Electronics as of Q3 2023.

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