Atria Wealth Solutions’s Streamex Corp STEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,800	Closed	-$13.3K	–	1969
2023 Q4	$13.3K	Buy	+2,800	New	+$11.6K	﹤0.01%	1914

Other funds holding STEX

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Wealth Solutions's STEX Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Streamex Corp (STEX) in Q1 2024, closing a stake of 2,800 shares — an estimated $13.3K sold.

Atria Wealth Solutions first reported a position in STEX in Q4 2023 and held it in 1 quarter. The position peaked at $13.3K in Q4 2023. 29 funds tracked by Wall St. Rank hold STEX as of Q1 2024.

Atria Wealth Solutions reported no remaining Streamex Corp position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,800 Streamex Corp shares in Q1 2024, an estimated $13.3K.
Atria Wealth Solutions first reported a position in Streamex Corp in Q4 2023 and held it in 1 quarter.
Atria Wealth Solutions's Streamex Corp position peaked at $13.3K in Q4 2023.
29 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.