AWS
PCM

Atria Wealth Solutions’s PCM Fund PCM Stock Holding History

Atria Wealth Solutions’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,742
Closed -$308K – 1948
2023
Q2 		$308K Buy
31,742
+505
+2% +$4.71K ﹤0.01% 1419
2023
Q1 		$266K Buy
+31,237
New +$278K ﹤0.01% 1496

Other funds holding PCM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's PCM Position: Q3 2023 in Review

Atria Wealth Solutions sold out of PCM Fund (PCM) in Q3 2023, closing a stake of 31,742 shares — an estimated $308K sold.

Atria Wealth Solutions first reported a position in PCM in Q1 2023 and held it in 2 quarters. The position peaked at $308K in Q2 2023. 25 funds tracked by Wall St. Rank hold PCM as of Q3 2023.

  • Atria Wealth Solutions reported no remaining PCM Fund position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 31,742 PCM Fund shares in Q3 2023, an estimated $308K.
  • Atria Wealth Solutions first reported a position in PCM Fund in Q1 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's PCM Fund position peaked at $308K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.