Atria Wealth Solutions’s PAR Technology PAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-60,881	Closed	-$2.87M	–	2020
2024 Q2	$2.87M	Buy	60,881 +1,645	+3%	+$72.7K	0.03%	505
2024 Q1	$2.69M	Sell	59,236 -18,350	-24%	-$811K	0.03%	534
2023 Q4	$3.38M	Buy	77,586 +1,167	+2%	+$43.8K	0.04%	423
2023 Q3	$2.95M	Buy	76,419 +3,103	+4%	+$117K	0.04%	440
2023 Q2	$2.41M	Sell	73,316 -24,928	-25%	-$833K	0.03%	507
2023 Q1	$3.34M	Buy	98,244 +13,935	+17%	+$465K	0.05%	376
2022 Q4	$2.2M	Buy	84,309 +30,120	+56%	+$776K	0.04%	479
2022 Q3	$1.6M	Buy	54,189 +4,301	+9%	+$160K	0.03%	556
2022 Q2	$1.87M	Buy	49,888 +6,972	+16%	+$251K	0.04%	468
2022 Q1	$1.73M	Buy	+42,916	New	+$1.76M	0.03%	523

Other funds holding PAR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PAR Technology (PAR) in Q3 2024, closing a stake of 60,881 shares — an estimated $2.87M sold.

Atria Wealth Solutions first reported a position in PAR in Q1 2022 and held it in 10 quarters. The position peaked at $3.38M in Q4 2023. 197 funds tracked by Wall St. Rank hold PAR as of Q3 2024.

Atria Wealth Solutions reported no remaining PAR Technology position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 60,881 PAR Technology shares in Q3 2024, an estimated $2.87M.
Atria Wealth Solutions first reported a position in PAR Technology in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's PAR Technology position peaked at $3.38M in Q4 2023.
197 funds tracked by Wall St. Rank held PAR Technology as of Q3 2024.

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