Atria Wealth Solutions’s Trueblue TBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,841	Closed	-$283K	–	1878
2022 Q3	$283K	Buy	+14,841	New	+$300K	﹤0.01%	1333

Other funds holding TBI

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's TBI Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Trueblue (TBI) in Q4 2022, closing a stake of 14,841 shares — an estimated $283K sold.

Atria Wealth Solutions first reported a position in TBI in Q3 2022 and held it in 1 quarter. The position peaked at $283K in Q3 2022. 165 funds tracked by Wall St. Rank hold TBI as of Q4 2022.

Atria Wealth Solutions reported no remaining Trueblue position as of Q4 2022 after selling out during the quarter.
Atria Wealth Solutions sold 14,841 Trueblue shares in Q4 2022, an estimated $283K.
Atria Wealth Solutions first reported a position in Trueblue in Q3 2022 and held it in 1 quarter.
Atria Wealth Solutions's Trueblue position peaked at $283K in Q3 2022.
165 funds tracked by Wall St. Rank held Trueblue as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.