AWS
RCS

Atria Wealth Solutions’s PIMCO Strategic Income Fund RCS Stock Holding History

Atria Wealth Solutions’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,254
Closed -$111K – 1960
2023
Q2 		$111K Buy
+21,254
New +$112K ﹤0.01% 1777

Other funds holding RCS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PIMCO Strategic Income Fund (RCS) in Q3 2023, closing a stake of 21,254 shares — an estimated $111K sold.

Atria Wealth Solutions first reported a position in RCS in Q2 2023 and held it in 1 quarter. The position peaked at $111K in Q2 2023. 54 funds tracked by Wall St. Rank hold RCS as of Q3 2023.

  • Atria Wealth Solutions reported no remaining PIMCO Strategic Income Fund position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,254 PIMCO Strategic Income Fund shares in Q3 2023, an estimated $111K.
  • Atria Wealth Solutions first reported a position in PIMCO Strategic Income Fund in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's PIMCO Strategic Income Fund position peaked at $111K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q3 2023.

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