AWS
SBDS

Atria Wealth Solutions’s Solo Brands Inc SBDS Stock Holding History

Atria Wealth Solutions’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$61.6K – 2091
2023
Q4 		$61.6K Hold
250
– – ﹤0.01% 1874
2023
Q3 		$51K Hold
250
– – ﹤0.01% 1814
2023
Q2 		$56.6K Hold
250
– – ﹤0.01% 1810
2023
Q1 		$71.8K Hold
250
– – ﹤0.01% 1780
2022
Q4 		$37.2K Sell
250
-250
-50% -$40.9K ﹤0.01% 1761
2022
Q3 		$76K Hold
500
– – ﹤0.01% 1663
2022
Q2 		$81K Buy
+500
New +$109K ﹤0.01% 1558

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atria Wealth Solutions's SBDS Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Solo Brands Inc (SBDS) in Q1 2024, closing a stake of 250 shares — an estimated $61.6K sold.

Atria Wealth Solutions first reported a position in SBDS in Q2 2022 and held it in 7 quarters. The position peaked at $81K in Q2 2022. 101 funds tracked by Wall St. Rank hold SBDS as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Solo Brands Inc position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 250 Solo Brands Inc shares in Q1 2024, an estimated $61.6K.
  • Atria Wealth Solutions first reported a position in Solo Brands Inc in Q2 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Solo Brands Inc position peaked at $81K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.