AWS
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Atria Wealth Solutions’s Resources Connection RGP Stock Holding History

Atria Wealth Solutions’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,329
Closed -$483K – 1970
2023
Q1 		$483K Buy
28,329
+1,529
+6% +$26.8K 0.01% 1156
2022
Q4 		$493K Buy
+26,800
New +$493K 0.01% 1088
2022
Q2 		– Sell
-12,622
Closed -$216K – 1852
2022
Q1 		$216K Buy
+12,622
New +$217K ﹤0.01% 1543

Other funds holding RGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Resources Connection (RGP) in Q2 2023, closing a stake of 28,329 shares — an estimated $483K sold.

Atria Wealth Solutions first reported a position in RGP in Q1 2022 and held it in 3 quarters. The position peaked at $493K in Q4 2022. 173 funds tracked by Wall St. Rank hold RGP as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Resources Connection position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,329 Resources Connection shares in Q2 2023, an estimated $483K.
  • Atria Wealth Solutions first reported a position in Resources Connection in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Resources Connection position peaked at $493K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Resources Connection as of Q2 2023.

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