Atria Wealth Solutions’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,742	Closed	-$337K	–	1947
2022 Q4	$337K	Buy	9,742 +1,343	+16%	+$46.7K	0.01%	1296
2022 Q3	$269K	Sell	8,399 -3,389	-29%	-$121K	﹤0.01%	1361
2022 Q2	$404K	Sell	11,788 -6,333	-35%	-$234K	0.01%	1068
2022 Q1	$742K	Buy	+18,121	New	+$729K	0.01%	860

Other funds holding SNPE

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Atria Wealth Solutions's SNPE Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2023, closing a stake of 9,742 shares — an estimated $337K sold.

Atria Wealth Solutions first reported a position in SNPE in Q1 2022 and held it in 4 quarters. The position peaked at $742K in Q1 2022. 61 funds tracked by Wall St. Rank hold SNPE as of Q1 2023.

Atria Wealth Solutions reported no remaining Xtrackers S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 9,742 Xtrackers S&P 500 ESG ETF shares in Q1 2023, an estimated $337K.
Atria Wealth Solutions first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's Xtrackers S&P 500 ESG ETF position peaked at $742K in Q1 2022.
61 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.