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Atria Wealth Solutions’s Toro Company TTC Stock Holding History

Atria Wealth Solutions’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,039
Closed -$207K – 1982
2023
Q2 		$207K Buy
2,039
+68
+3% +$6.97K ﹤0.01% 1672
2023
Q1 		$219K Buy
1,971
+114
+6% +$12.7K ﹤0.01% 1619
2022
Q4 		$210K Buy
+1,857
New +$197K ﹤0.01% 1585

Other funds holding TTC

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Atria Wealth Solutions's TTC Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Toro Company (TTC) in Q3 2023, closing a stake of 2,039 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in TTC in Q4 2022 and held it in 3 quarters. The position peaked at $219K in Q1 2023. 462 funds tracked by Wall St. Rank hold TTC as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Toro Company position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,039 Toro Company shares in Q3 2023, an estimated $207K.
  • Atria Wealth Solutions first reported a position in Toro Company in Q4 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Toro Company position peaked at $219K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Toro Company as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.