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Atria Wealth Solutions’s Saratoga Investment SAR Stock Holding History

Atria Wealth Solutions’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,955
Closed -$231K – 2077
2024
Q3 		$231K Hold
9,955
– – ﹤0.01% 1682
2024
Q2 		$226K Sell
9,955
-1,200
-11% -$28K ﹤0.01% 1682
2024
Q1 		$259K Sell
11,155
-500
-4% -$11.8K ﹤0.01% 1660
2023
Q4 		$301K Hold
11,655
– – ﹤0.01% 1497
2023
Q3 		$300K Buy
11,655
+750
+7% +$19.7K ﹤0.01% 1419
2023
Q2 		$294K Buy
10,905
+2,400
+28% +$61.6K ﹤0.01% 1458
2023
Q1 		$215K Buy
+8,505
New +$225K ﹤0.01% 1630

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atria Wealth Solutions's SAR Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Saratoga Investment (SAR) in Q4 2024, closing a stake of 9,955 shares — an estimated $231K sold.

Atria Wealth Solutions first reported a position in SAR in Q1 2023 and held it in 7 quarters. The position peaked at $301K in Q4 2023. 67 funds tracked by Wall St. Rank hold SAR as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Saratoga Investment position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,955 Saratoga Investment shares in Q4 2024, an estimated $231K.
  • Atria Wealth Solutions first reported a position in Saratoga Investment in Q1 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Saratoga Investment position peaked at $301K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.