AWS
SOHO

Atria Wealth Solutions’s Sotherly Hotels SOHO Stock Holding History

Atria Wealth Solutions’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,120
Closed -$9.43K – 2065
2024
Q4 		$9.43K Buy
+10,120
New +$11.3K ﹤0.01% 1960

Other funds holding SOHO

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's SOHO Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Sotherly Hotels (SOHO) in Q1 2025, closing a stake of 10,120 shares — an estimated $9.43K sold.

Atria Wealth Solutions first reported a position in SOHO in Q4 2024 and held it in 1 quarter. The position peaked at $9.43K in Q4 2024. 25 funds tracked by Wall St. Rank hold SOHO as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Sotherly Hotels position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,120 Sotherly Hotels shares in Q1 2025, an estimated $9.43K.
  • Atria Wealth Solutions first reported a position in Sotherly Hotels in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Sotherly Hotels position peaked at $9.43K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.