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Atria Wealth Solutions’s SPS Commerce SPSC Stock Holding History

Atria Wealth Solutions’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,419
Closed -$267K – 2042
2024
Q2 		$267K Sell
1,419
-509
-26% -$93.1K ﹤0.01% 1583
2024
Q1 		$356K Sell
1,928
-100
-5% -$18.5K ﹤0.01% 1441
2023
Q4 		$393K Sell
2,028
-1,410
-41% -$246K ﹤0.01% 1331
2023
Q3 		$587K Buy
3,438
+955
+38% +$170K 0.01% 1058
2023
Q2 		$477K Sell
2,483
-144
-5% -$23.2K 0.01% 1183
2023
Q1 		$400K Sell
2,627
-277
-10% -$39.3K 0.01% 1265
2022
Q4 		$373K Sell
2,904
-201
-6% -$25.9K 0.01% 1239
2022
Q3 		$386K Sell
3,105
-72
-2% -$8.73K 0.01% 1164
2022
Q2 		$359K Sell
3,177
-91
-3% -$10.3K 0.01% 1127
2022
Q1 		$429K Buy
+3,268
New +$409K 0.01% 1151

Other funds holding SPSC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return