Atria Wealth Solutions’s Scansource SCSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,890	Closed	-$261K	–	1872
2022 Q3	$261K	Buy	+9,890	New	+$299K	﹤0.01%	1388

Other funds holding SCSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Atria Wealth Solutions's SCSC Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Scansource (SCSC) in Q4 2022, closing a stake of 9,890 shares — an estimated $261K sold.

Atria Wealth Solutions first reported a position in SCSC in Q3 2022 and held it in 1 quarter. The position peaked at $261K in Q3 2022. 154 funds tracked by Wall St. Rank hold SCSC as of Q4 2022.

Atria Wealth Solutions reported no remaining Scansource position as of Q4 2022 after selling out during the quarter.
Atria Wealth Solutions sold 9,890 Scansource shares in Q4 2022, an estimated $261K.
Atria Wealth Solutions first reported a position in Scansource in Q3 2022 and held it in 1 quarter.
Atria Wealth Solutions's Scansource position peaked at $261K in Q3 2022.
154 funds tracked by Wall St. Rank held Scansource as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.