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Atria Wealth Solutions’s SL Green Realty SLG Stock Holding History

Atria Wealth Solutions’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,457
Closed -$241K – 2084
2024
Q3 		$241K Sell
3,457
-1,089
-24% -$69.9K ﹤0.01% 1657
2024
Q2 		$258K Buy
4,546
+13
+0.3% +$685 ﹤0.01% 1601
2024
Q1 		$250K Sell
4,533
-1,291
-22% -$61.2K ﹤0.01% 1680
2023
Q4 		$263K Sell
5,824
-295
-5% -$10.9K ﹤0.01% 1594
2023
Q3 		$228K Buy
+6,119
New +$220K ﹤0.01% 1605
2023
Q1 		– Sell
-6,090
Closed -$207K – 1946
2022
Q4 		$207K Buy
+6,090
New +$232K ﹤0.01% 1594

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Atria Wealth Solutions's SLG Position: Q4 2024 in Review

Atria Wealth Solutions sold out of SL Green Realty (SLG) in Q4 2024, closing a stake of 3,457 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in SLG in Q4 2022 and held it in 6 quarters. The position peaked at $263K in Q4 2023. 346 funds tracked by Wall St. Rank hold SLG as of Q4 2024.

  • Atria Wealth Solutions reported no remaining SL Green Realty position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,457 SL Green Realty shares in Q4 2024, an estimated $241K.
  • Atria Wealth Solutions first reported a position in SL Green Realty in Q4 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's SL Green Realty position peaked at $263K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.