Atria Wealth Solutions’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,500	Closed	-$161K	–	2038
2024 Q2	$161K	Hold	10,500	–	–	﹤0.01%	1815
2024 Q1	$161K	Hold	10,500	–	–	﹤0.01%	1852
2023 Q4	$159K	Hold	10,500	–	–	﹤0.01%	1819
2023 Q3	$152K	Sell	10,500 -750	-7%	-$11.3K	﹤0.01%	1743
2023 Q2	$168K	Sell	11,250 -1,500	-12%	-$22.2K	﹤0.01%	1739
2023 Q1	$189K	Hold	12,750	–	–	﹤0.01%	1687
2022 Q4	$189K	Sell	12,750 -1,000	-7%	-$14.8K	﹤0.01%	1626
2022 Q3	$198K	Buy	+13,750	New	+$210K	﹤0.01%	1561
2022 Q2	–	Sell	-13,750	Closed	-$230K	–	1861
2022 Q1	$230K	Buy	+13,750	New	+$239K	﹤0.01%	1489

Other funds holding SDHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

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

Atria Wealth Solutions sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2024, closing a stake of 10,500 shares — an estimated $161K sold.

Atria Wealth Solutions first reported a position in SDHY in Q1 2022 and held it in 9 quarters. The position peaked at $230K in Q1 2022. 61 funds tracked by Wall St. Rank hold SDHY as of Q3 2024.

Atria Wealth Solutions reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,500 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2024, an estimated $161K.
Atria Wealth Solutions first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's PGIM Short Duration High Yield Opportunities Fund position peaked at $230K in Q1 2022.
61 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2024.

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