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Atria Wealth Solutions’s Tiptree Inc TIPT Stock Holding History

Atria Wealth Solutions’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,780
Closed -$428K – 1890
2025
Q1 		$428K Sell
17,780
-900
-5% -$19.1K 0.01% 1273
2024
Q4 		$390K Buy
18,680
+1,000
+6% +$20.9K ﹤0.01% 1400
2024
Q3 		$346K Buy
17,680
+300
+2% +$5.57K ﹤0.01% 1431
2024
Q2 		$287K Sell
17,380
-2,000
-10% -$33.4K ﹤0.01% 1535
2024
Q1 		$335K Hold
19,380
– – ﹤0.01% 1487
2023
Q4 		$367K Buy
+19,380
New +$335K ﹤0.01% 1361

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Atria Wealth Solutions's TIPT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 17,780 shares — an estimated $428K sold.

Atria Wealth Solutions first reported a position in TIPT in Q4 2023 and held it in 6 quarters. The position peaked at $428K in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,780 Tiptree Inc shares in Q2 2025, an estimated $428K.
  • Atria Wealth Solutions first reported a position in Tiptree Inc in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Tiptree Inc position peaked at $428K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.