AWS
REX icon

Atria Wealth Solutions’s REX American Resources REX Stock Holding History

Atria Wealth Solutions’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,324
Closed -$301K – 1838
2022
Q2 		$301K Buy
+21,324
New +$314K 0.01% 1211

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's REX Position: Q3 2022 in Review

Atria Wealth Solutions sold out of REX American Resources (REX) in Q3 2022, closing a stake of 21,324 shares — an estimated $301K sold.

Atria Wealth Solutions first reported a position in REX in Q2 2022 and held it in 1 quarter. The position peaked at $301K in Q2 2022. 134 funds tracked by Wall St. Rank hold REX as of Q3 2022.

  • Atria Wealth Solutions reported no remaining REX American Resources position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,324 REX American Resources shares in Q3 2022, an estimated $301K.
  • Atria Wealth Solutions first reported a position in REX American Resources in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's REX American Resources position peaked at $301K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held REX American Resources as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.