Atria Wealth Solutions’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,166	Closed	-$208K	–	2015
2023 Q3	$208K	Hold	3,166	–	–	﹤0.01%	1680
2023 Q2	$202K	Sell	3,166 -154	-5%	-$9.36K	﹤0.01%	1697
2023 Q1	$212K	Buy	+3,320	New	+$215K	﹤0.01%	1641

Other funds holding SLX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Wealth Solutions's SLX Position: Q4 2023 in Review

Atria Wealth Solutions sold out of VanEck Steel ETF (SLX) in Q4 2023, closing a stake of 3,166 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in SLX in Q1 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 52 funds tracked by Wall St. Rank hold SLX as of Q4 2023.

Atria Wealth Solutions reported no remaining VanEck Steel ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,166 VanEck Steel ETF shares in Q4 2023, an estimated $208K.
Atria Wealth Solutions first reported a position in VanEck Steel ETF in Q1 2023 and held it in 3 quarters.
Atria Wealth Solutions's VanEck Steel ETF position peaked at $212K in Q1 2023.
52 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.