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Atria Wealth Solutions’s NewtekOne NEWT Stock Holding History

Atria Wealth Solutions’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,620
Closed -$368K – 1928
2022
Q4 		$368K Buy
+22,620
New +$376K 0.01% 1247

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

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

Atria Wealth Solutions sold out of NewtekOne (NEWT) in Q1 2023, closing a stake of 22,620 shares — an estimated $368K sold.

Atria Wealth Solutions first reported a position in NEWT in Q4 2022 and held it in 1 quarter. The position peaked at $368K in Q4 2022. 76 funds tracked by Wall St. Rank hold NEWT as of Q1 2023.

  • Atria Wealth Solutions reported no remaining NewtekOne position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,620 NewtekOne shares in Q1 2023, an estimated $368K.
  • Atria Wealth Solutions first reported a position in NewtekOne in Q4 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's NewtekOne position peaked at $368K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held NewtekOne as of Q1 2023.

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