Atria Wealth Solutions’s NeueHealth NEUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,050	Closed	-$53.7K	–	2004
2023 Q1	$53.7K	Hold	3,050	–	–	﹤0.01%	1801
2022 Q4	$159K	Hold	3,050	–	–	﹤0.01%	1651
2022 Q3	$256K	Hold	3,050	–	–	﹤0.01%	1398
2022 Q2	$444K	Buy	3,050 +940	+45%	+$137K	0.01%	1033
2022 Q1	$326K	Buy	+2,110	New	+$469K	0.01%	1277

Other funds holding NEUE

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return

MCAV

Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Atria Wealth Solutions sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 3,050 shares — an estimated $53.7K sold.

Atria Wealth Solutions first reported a position in NEUE in Q1 2022 and held it in 5 quarters. The position peaked at $444K in Q2 2022. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

Atria Wealth Solutions reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,050 NeueHealth shares in Q2 2023, an estimated $53.7K.
Atria Wealth Solutions first reported a position in NeueHealth in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's NeueHealth position peaked at $444K in Q2 2022.
49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

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