AWS
SPR

Atria Wealth Solutions’s Spirit AeroSystems SPR Stock Holding History

Atria Wealth Solutions’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,427
Closed -$246K – 1975
2023
Q2 		$246K Buy
+8,427
New +$243K ﹤0.01% 1563

Other funds holding SPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's SPR Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Spirit AeroSystems (SPR) in Q3 2023, closing a stake of 8,427 shares — an estimated $246K sold.

Atria Wealth Solutions first reported a position in SPR in Q2 2023 and held it in 1 quarter. The position peaked at $246K in Q2 2023. 254 funds tracked by Wall St. Rank hold SPR as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Spirit AeroSystems position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,427 Spirit AeroSystems shares in Q3 2023, an estimated $246K.
  • Atria Wealth Solutions first reported a position in Spirit AeroSystems in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Spirit AeroSystems position peaked at $246K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.