Atria Wealth Solutions’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,150	Closed	-$254K	–	2010
2023 Q2	$254K	Buy	4,150 +110	+3%	+$6.44K	﹤0.01%	1543
2023 Q1	$234K	Buy	4,040 +91	+2%	+$5.24K	﹤0.01%	1576
2022 Q4	$220K	Buy	+3,949	New	+$219K	﹤0.01%	1553
2022 Q3	–	Sell	-3,869	Closed	-$206K	–	1876
2022 Q2	$206K	Buy	3,869 +124	+3%	+$7.28K	﹤0.01%	1445
2022 Q1	$237K	Buy	+3,745	New	+$235K	﹤0.01%	1466

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

Atria Wealth Solutions sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q3 2023, closing a stake of 4,150 shares — an estimated $254K sold.

Atria Wealth Solutions first reported a position in QDYN in Q1 2022 and held it in 5 quarters. The position peaked at $254K in Q2 2023. 0 funds tracked by Wall St. Rank hold QDYN as of Q3 2023.

Atria Wealth Solutions reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 4,150 FlexShares Quality Dividend Dynamic Index Fund shares in Q3 2023, an estimated $254K.
Atria Wealth Solutions first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's FlexShares Quality Dividend Dynamic Index Fund position peaked at $254K in Q2 2023.
0 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q3 2023.

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