Atria Wealth Solutions’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Atria Wealth Solutions’s Portfolio MFDX Stock Details MFDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36,184	Closed	-$998K	–	1941
2023 Q1	$998K	Buy	36,184 +4	+0%	+$108	0.01%	797
2022 Q4	$935K	Sell	36,180 -1,997	-5%	-$49K	0.02%	780
2022 Q3	$851K	Buy	38,177 +6	+0%	+$148	0.01%	775
2022 Q2	$963K	Buy	38,171 +13,771	+56%	+$371K	0.02%	711
2022 Q1	$695K	Buy	+24,400	New	+$705K	0.01%	900

Other funds holding MFDX

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Atria Wealth Solutions's MFDX Position: Q2 2023 in Review

Atria Wealth Solutions sold out of PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q2 2023, closing a stake of 36,184 shares — an estimated $998K sold.

Atria Wealth Solutions first reported a position in MFDX in Q1 2022 and held it in 5 quarters. The position peaked at $998K in Q1 2023. 20 funds tracked by Wall St. Rank hold MFDX as of Q2 2023.

Atria Wealth Solutions reported no remaining PIMCO RAFI Multi-Factor International Equity ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 36,184 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2023, an estimated $998K.
Atria Wealth Solutions first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $998K in Q1 2023.
20 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.