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Atria Wealth Solutions’s Research Frontiers REFR Stock Holding History

Atria Wealth Solutions’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,739
Closed -$56K – 1968
2023
Q1 		$56K Hold
32,739
– – ﹤0.01% 1800
2022
Q4 		$62.5K Hold
32,739
– – ﹤0.01% 1725
2022
Q3 		$69.7K Hold
32,739
– – ﹤0.01% 1671
2022
Q2 		$57K Hold
32,739
– – ﹤0.01% 1574
2022
Q1 		$63K Buy
+32,739
New +$60.2K ﹤0.01% 1694

Other funds holding REFR

WWP
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's REFR Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Research Frontiers (REFR) in Q2 2023, closing a stake of 32,739 shares — an estimated $56K sold.

Atria Wealth Solutions first reported a position in REFR in Q1 2022 and held it in 5 quarters. The position peaked at $69.7K in Q3 2022. 39 funds tracked by Wall St. Rank hold REFR as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Research Frontiers position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 32,739 Research Frontiers shares in Q2 2023, an estimated $56K.
  • Atria Wealth Solutions first reported a position in Research Frontiers in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Research Frontiers position peaked at $69.7K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.