Atria Wealth Solutions’s RH RH Stock Holding History

Atria Wealth Solutions’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,373	Closed	-$291K	–	1839
2022 Q2	$291K	Sell	1,373 -231	-14%	-$68.6K	0.01%	1227
2022 Q1	$523K	Buy	+1,604	New	+$642K	0.01%	1049

Other funds holding RH

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

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

Atria Wealth Solutions sold out of RH (RH) in Q3 2022, closing a stake of 1,373 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in RH in Q1 2022 and held it in 2 quarters. The position peaked at $523K in Q1 2022. 406 funds tracked by Wall St. Rank hold RH as of Q3 2022.

Atria Wealth Solutions reported no remaining RH position as of Q3 2022 after selling out during the quarter.
Atria Wealth Solutions sold 1,373 RH shares in Q3 2022, an estimated $291K.
Atria Wealth Solutions first reported a position in RH in Q1 2022 and held it in 2 quarters.
Atria Wealth Solutions's RH position peaked at $523K in Q1 2022.
406 funds tracked by Wall St. Rank held RH as of Q3 2022.

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