AWS
TSI

Atria Wealth Solutions’s TCW Strategic Income Fund TSI Stock Holding History

Atria Wealth Solutions’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,665
Closed -$61.6K – 1897
2025
Q1 		$61.6K Sell
12,665
-5,553
-30% -$27K ﹤0.01% 1818
2024
Q4 		$87.6K Buy
18,218
+67
+0.4% +$336 ﹤0.01% 1907
2024
Q3 		$93.1K Buy
18,151
+70
+0.4% +$349 ﹤0.01% 1860
2024
Q2 		$85.7K Buy
18,081
+71
+0.4% +$330 ﹤0.01% 1865
2024
Q1 		$87.7K Sell
18,010
-1,441
-7% -$6.77K ﹤0.01% 1899
2023
Q4 		$89.3K Sell
19,451
-1,444
-7% -$6.71K ﹤0.01% 1856
2023
Q3 		$95.7K Sell
20,895
-64
-0.3% -$298 ﹤0.01% 1784
2023
Q2 		$97K Buy
20,959
+65
+0.3% +$304 ﹤0.01% 1783
2023
Q1 		$99K Sell
20,894
-3,142
-13% -$15.4K ﹤0.01% 1759
2022
Q4 		$111K Sell
24,036
-1,102
-4% -$5.17K ﹤0.01% 1691
2022
Q3 		$119K Buy
+25,138
New +$124K ﹤0.01% 1619
2022
Q2 		– Sell
-14,738
Closed -$77K – 1890
2022
Q1 		$77K Buy
+14,738
New +$78.4K ﹤0.01% 1680

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions sold out of TCW Strategic Income Fund (TSI) in Q2 2025, closing a stake of 12,665 shares — an estimated $61.6K sold.

Atria Wealth Solutions first reported a position in TSI in Q1 2022 and held it in 12 quarters. The position peaked at $119K in Q3 2022. 62 funds tracked by Wall St. Rank hold TSI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining TCW Strategic Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,665 TCW Strategic Income Fund shares in Q2 2025, an estimated $61.6K.
  • Atria Wealth Solutions first reported a position in TCW Strategic Income Fund in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's TCW Strategic Income Fund position peaked at $119K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2025.

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