AWS
MFA

Atria Wealth Solutions’s MFA Financial MFA Stock Holding History

Atria Wealth Solutions’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,333
Closed -$160K – 1814
2022
Q2 		$160K Buy
+14,333
New +$193K ﹤0.01% 1486

Other funds holding MFA

SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's MFA Position: Q3 2022 in Review

Atria Wealth Solutions sold out of MFA Financial (MFA) in Q3 2022, closing a stake of 14,333 shares — an estimated $160K sold.

Atria Wealth Solutions first reported a position in MFA in Q2 2022 and held it in 1 quarter. The position peaked at $160K in Q2 2022. 171 funds tracked by Wall St. Rank hold MFA as of Q3 2022.

  • Atria Wealth Solutions reported no remaining MFA Financial position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,333 MFA Financial shares in Q3 2022, an estimated $160K.
  • Atria Wealth Solutions first reported a position in MFA Financial in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's MFA Financial position peaked at $160K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held MFA Financial as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.