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Atria Wealth Solutions’s Qualys QLYS Stock Holding History

Atria Wealth Solutions’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,514
Closed -$216K – 2029
2024
Q2 		$216K Sell
1,514
-615
-29% -$93.7K ﹤0.01% 1721
2024
Q1 		$355K Sell
2,129
-302
-12% -$53.3K ﹤0.01% 1444
2023
Q4 		$477K Sell
2,431
-268
-10% -$46.9K 0.01% 1239
2023
Q3 		$412K Buy
2,699
+215
+9% +$30.9K 0.01% 1229
2023
Q2 		$321K Sell
2,484
-152
-6% -$18.7K ﹤0.01% 1393
2023
Q1 		$343K Sell
2,636
-131
-5% -$15.4K 0.01% 1338
2022
Q4 		$311K Sell
2,767
-372
-12% -$46.5K 0.01% 1343
2022
Q3 		$438K Buy
3,139
+43
+1% +$6.06K 0.01% 1093
2022
Q2 		$391K Sell
3,096
-39
-1% -$5.11K 0.01% 1081
2022
Q1 		$446K Buy
+3,135
New +$400K 0.01% 1131

Other funds holding QLYS

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Atria Wealth Solutions's QLYS Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Qualys (QLYS) in Q3 2024, closing a stake of 1,514 shares — an estimated $216K sold.

Atria Wealth Solutions first reported a position in QLYS in Q1 2022 and held it in 10 quarters. The position peaked at $477K in Q4 2023. 436 funds tracked by Wall St. Rank hold QLYS as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Qualys position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,514 Qualys shares in Q3 2024, an estimated $216K.
  • Atria Wealth Solutions first reported a position in Qualys in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Qualys position peaked at $477K in Q4 2023.
  • 436 funds tracked by Wall St. Rank held Qualys as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.