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Atria Wealth Solutions’s Sun Communities SUI Stock Holding History

Atria Wealth Solutions’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,238
Closed -$301K – 2061
2023
Q4 		$301K Sell
2,238
-62
-3% -$7.47K ﹤0.01% 1498
2023
Q3 		$274K Buy
2,300
+148
+7% +$18.8K ﹤0.01% 1469
2023
Q2 		$283K Sell
2,152
-207
-9% -$27.7K ﹤0.01% 1483
2023
Q1 		$334K Sell
2,359
-8
-0.3% -$1.17K ﹤0.01% 1353
2022
Q4 		$340K Sell
2,367
-19
-0.8% -$2.6K 0.01% 1286
2022
Q3 		$325K Buy
2,386
+960
+67% +$152K 0.01% 1252
2022
Q2 		$229K Buy
1,426
+151
+12% +$25.3K ﹤0.01% 1368
2022
Q1 		$225K Buy
+1,275
New +$237K ﹤0.01% 1506

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 2,238 shares — an estimated $301K sold.

Atria Wealth Solutions first reported a position in SUI in Q1 2022 and held it in 8 quarters. The position peaked at $340K in Q4 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,238 Sun Communities shares in Q1 2024, an estimated $301K.
  • Atria Wealth Solutions first reported a position in Sun Communities in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Sun Communities position peaked at $340K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

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