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Atria Wealth Solutions’s Splash Beverage Group SBEV Stock Holding History

Atria Wealth Solutions’s Portfolio SBEV Stock Details SBEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-750
Closed -$6.9K – 2036
2024
Q2 		$6.9K Sell
750
-138
-16% -$1.62K ﹤0.01% 1915
2024
Q1 		$16.3K Sell
888
-250
-22% -$4.98K ﹤0.01% 1947
2023
Q4 		$25.1K Buy
+1,138
New +$27.1K ﹤0.01% 1907

Other funds holding SBEV

CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $3.57B AUM 21.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atria Wealth Solutions's SBEV Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Splash Beverage Group (SBEV) in Q3 2024, closing a stake of 750 shares — an estimated $6.9K sold.

Atria Wealth Solutions first reported a position in SBEV in Q4 2023 and held it in 3 quarters. The position peaked at $25.1K in Q4 2023. 30 funds tracked by Wall St. Rank hold SBEV as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Splash Beverage Group position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 750 Splash Beverage Group shares in Q3 2024, an estimated $6.9K.
  • Atria Wealth Solutions first reported a position in Splash Beverage Group in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Splash Beverage Group position peaked at $25.1K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Splash Beverage Group as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.