Atria Wealth Solutions’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,580	Closed	-$976	–	2087
2024 Q3	$976	Sell	29,580 -77,422	-72%	-$2.48K	﹤0.01%	1913
2024 Q2	$4.17K	Sell	107,002 -6,788	-6%	-$375	﹤0.01%	1917
2024 Q1	$7.85K	Hold	113,790	–	–	﹤0.01%	1951
2023 Q4	$6.83K	Sell	113,790 -9,750	-8%	-$341	﹤0.01%	1920
2023 Q3	$4.2K	Sell	123,540 -2,506	-2%	-$87	﹤0.01%	1857
2023 Q2	$5.53K	Sell	126,046 -44,120	-26%	-$1.63K	﹤0.01%	1856
2023 Q1	$7.06K	Sell	170,166 -90,631	-35%	-$6.35K	﹤0.01%	1851
2022 Q4	$14.3K	Sell	260,797 -10,675	-4%	-$888	﹤0.01%	1783
2022 Q3	$32.5K	Hold	271,472	–	–	﹤0.01%	1719
2022 Q2	$49K	Buy	271,472 +20,211	+8%	+$3.84K	﹤0.01%	1582
2022 Q1	$53K	Buy	+251,261	New	+$55K	﹤0.01%	1699

Other funds holding SQFTW

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Wealth Solutions's SQFTW Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q4 2024, closing a stake of 29,580 shares — an estimated $976 sold.

Atria Wealth Solutions first reported a position in SQFTW in Q1 2022 and held it in 11 quarters. The position peaked at $53K in Q1 2022. 28 funds tracked by Wall St. Rank hold SQFTW as of Q4 2024.

Atria Wealth Solutions reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 29,580 Presidio Property Trust Inc Series A Warrants shares in Q4 2024, an estimated $976.
Atria Wealth Solutions first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Presidio Property Trust Inc Series A Warrants position peaked at $53K in Q1 2022.
28 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.