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Atria Wealth Solutions’s Photronics PLAB Stock Holding History

Atria Wealth Solutions’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,207
Closed -$232K – 2034
2024
Q1 		$232K Buy
8,207
+515
+7% +$15.3K ﹤0.01% 1723
2023
Q4 		$241K Buy
+7,692
New +$171K ﹤0.01% 1659
2022
Q4 		– Sell
-68,615
Closed -$1M – 1865
2022
Q3 		$1M Buy
+68,615
New +$1.35M 0.02% 709

Other funds holding PLAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's PLAB Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Photronics (PLAB) in Q2 2024, closing a stake of 8,207 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in PLAB in Q3 2022 and held it in 3 quarters. The position peaked at $1M in Q3 2022. 271 funds tracked by Wall St. Rank hold PLAB as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Photronics position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,207 Photronics shares in Q2 2024, an estimated $232K.
  • Atria Wealth Solutions first reported a position in Photronics in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Photronics position peaked at $1M in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Photronics as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.