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Atria Wealth Solutions’s PetMed Express PETS Stock Holding History

Atria Wealth Solutions’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,871
Closed -$242K – 1958
2023
Q1 		$242K Sell
14,871
-829
-5% -$15.6K ﹤0.01% 1549
2022
Q4 		$278K Buy
15,700
+1,962
+14% +$39K ﹤0.01% 1411
2022
Q3 		$268K Buy
13,738
+1,381
+11% +$29.3K ﹤0.01% 1367
2022
Q2 		$246K Buy
+12,357
New +$276K ﹤0.01% 1327

Other funds holding PETS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PetMed Express (PETS) in Q2 2023, closing a stake of 14,871 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in PETS in Q2 2022 and held it in 4 quarters. The position peaked at $278K in Q4 2022. 149 funds tracked by Wall St. Rank hold PETS as of Q2 2023.

  • Atria Wealth Solutions reported no remaining PetMed Express position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,871 PetMed Express shares in Q2 2023, an estimated $242K.
  • Atria Wealth Solutions first reported a position in PetMed Express in Q2 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's PetMed Express position peaked at $278K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held PetMed Express as of Q2 2023.

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