AWS
SCX

Atria Wealth Solutions’s The L.S. Starrett Company SCX Stock Holding History

Atria Wealth Solutions’s Portfolio SCX Stock Details SCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,846
Closed -$133K – 2008
2023
Q1 		$133K Hold
11,846
– – ﹤0.01% 1732
2022
Q4 		$87.2K Hold
11,846
– – ﹤0.01% 1709
2022
Q3 		$105K Hold
11,846
– – ﹤0.01% 1635
2022
Q2 		$83K Buy
11,846
+746
+7% +$5.41K ﹤0.01% 1552
2022
Q1 		$85K Buy
+11,100
New +$91.8K ﹤0.01% 1674

Other funds holding SCX

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Atria Wealth Solutions's SCX Position: Q2 2023 in Review

Atria Wealth Solutions sold out of The L.S. Starrett Company (SCX) in Q2 2023, closing a stake of 11,846 shares — an estimated $133K sold.

Atria Wealth Solutions first reported a position in SCX in Q1 2022 and held it in 5 quarters. The position peaked at $133K in Q1 2023. 29 funds tracked by Wall St. Rank hold SCX as of Q2 2023.

  • Atria Wealth Solutions reported no remaining The L.S. Starrett Company position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,846 The L.S. Starrett Company shares in Q2 2023, an estimated $133K.
  • Atria Wealth Solutions first reported a position in The L.S. Starrett Company in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's The L.S. Starrett Company position peaked at $133K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held The L.S. Starrett Company as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.