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Atria Wealth Solutions’s Quantum Corp QMCO Stock Holding History

Atria Wealth Solutions’s Portfolio QMCO Stock Details QMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-850
Closed -$5.93K – 2046
2023
Q4 		$5.93K Hold
850
– – ﹤0.01% 1921
2023
Q3 		$10.4K Hold
850
– – ﹤0.01% 1849
2023
Q2 		$18.4K Hold
850
– – ﹤0.01% 1847
2023
Q1 		$19.6K Hold
850
– – ﹤0.01% 1836
2022
Q4 		$18.5K Hold
850
– – ﹤0.01% 1781
2022
Q3 		$18.4K Hold
850
– – ﹤0.01% 1730
2022
Q2 		$24K Buy
+850
New +$32.2K ﹤0.01% 1609

Other funds holding QMCO

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 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 QMCO Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Quantum Corp (QMCO) in Q1 2024, closing a stake of 850 shares — an estimated $5.93K sold.

Atria Wealth Solutions first reported a position in QMCO in Q2 2022 and held it in 7 quarters. The position peaked at $24K in Q2 2022. 59 funds tracked by Wall St. Rank hold QMCO as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Quantum Corp position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 850 Quantum Corp shares in Q1 2024, an estimated $5.93K.
  • Atria Wealth Solutions first reported a position in Quantum Corp in Q2 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Quantum Corp position peaked at $24K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Quantum Corp as of Q1 2024.

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