AWS
PPSI

Atria Wealth Solutions’s Pioneer Power Solutions PPSI Stock Holding History

Atria Wealth Solutions’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-91,528
Closed -$621K – 2041
2023
Q4 		$621K Sell
91,528
-25,266
-22% -$150K 0.01% 1102
2023
Q3 		$731K Sell
116,794
-178,284
-60% -$1.25M 0.01% 956
2023
Q2 		$2.48M Buy
+295,078
New +$1.77M 0.03% 502

Other funds holding PPSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atria Wealth Solutions's PPSI Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Pioneer Power Solutions (PPSI) in Q1 2024, closing a stake of 91,528 shares — an estimated $621K sold.

Atria Wealth Solutions first reported a position in PPSI in Q2 2023 and held it in 3 quarters. The position peaked at $2.48M in Q2 2023. 32 funds tracked by Wall St. Rank hold PPSI as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Pioneer Power Solutions position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 91,528 Pioneer Power Solutions shares in Q1 2024, an estimated $621K.
  • Atria Wealth Solutions first reported a position in Pioneer Power Solutions in Q2 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Pioneer Power Solutions position peaked at $2.48M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.