AWS
OLP

Atria Wealth Solutions’s One Liberty Properties OLP Stock Holding History

Atria Wealth Solutions’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,533
Closed -$294K – 2018
2024
Q2 		$294K Buy
12,533
+15
+0.1% +$347 ﹤0.01% 1518
2024
Q1 		$288K Sell
12,518
-785
-6% -$16.7K ﹤0.01% 1576
2023
Q4 		$298K Sell
13,303
-382
-3% -$7.62K ﹤0.01% 1509
2023
Q3 		$258K Buy
+13,685
New +$272K ﹤0.01% 1516

Other funds holding OLP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's OLP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of One Liberty Properties (OLP) in Q3 2024, closing a stake of 12,533 shares — an estimated $294K sold.

Atria Wealth Solutions first reported a position in OLP in Q3 2023 and held it in 4 quarters. The position peaked at $298K in Q4 2023. 115 funds tracked by Wall St. Rank hold OLP as of Q3 2024.

  • Atria Wealth Solutions reported no remaining One Liberty Properties position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,533 One Liberty Properties shares in Q3 2024, an estimated $294K.
  • Atria Wealth Solutions first reported a position in One Liberty Properties in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's One Liberty Properties position peaked at $298K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.