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Atria Wealth Solutions’s Seneca Foods Class A SENEA Stock Holding History

Atria Wealth Solutions’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,392
Closed -$282K – 1979
2023
Q1 		$282K Buy
5,392
+22
+0.4% +$1.26K ﹤0.01% 1456
2022
Q4 		$327K Sell
5,370
-277
-5% -$17K 0.01% 1316
2022
Q3 		$285K Buy
+5,647
New +$311K ﹤0.01% 1330
2022
Q2 		– Sell
-4,325
Closed -$223K – 1863
2022
Q1 		$223K Buy
+4,325
New +$212K ﹤0.01% 1514

Other funds holding SENEA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Seneca Foods Class A (SENEA) in Q2 2023, closing a stake of 5,392 shares — an estimated $282K sold.

Atria Wealth Solutions first reported a position in SENEA in Q1 2022 and held it in 4 quarters. The position peaked at $327K in Q4 2022. 110 funds tracked by Wall St. Rank hold SENEA as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Seneca Foods Class A position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,392 Seneca Foods Class A shares in Q2 2023, an estimated $282K.
  • Atria Wealth Solutions first reported a position in Seneca Foods Class A in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Seneca Foods Class A position peaked at $327K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q2 2023.

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