AWS
TRUE

Atria Wealth Solutions’s TrueCar TRUE Stock Holding History

Atria Wealth Solutions’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$15.1K – 1881
2022
Q3 		$15.1K Hold
10,000
– – ﹤0.01% 1733
2022
Q2 		$26K Buy
+10,000
New +$33.2K ﹤0.01% 1608

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Atria Wealth Solutions sold out of TrueCar (TRUE) in Q4 2022, closing a stake of 10,000 shares — an estimated $15.1K sold.

Atria Wealth Solutions first reported a position in TRUE in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 113 funds tracked by Wall St. Rank hold TRUE as of Q4 2022.

  • Atria Wealth Solutions reported no remaining TrueCar position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,000 TrueCar shares in Q4 2022, an estimated $15.1K.
  • Atria Wealth Solutions first reported a position in TrueCar in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's TrueCar position peaked at $26K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held TrueCar as of Q4 2022.

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