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Atria Wealth Solutions’s VOC Energy VOC Stock Holding History

Atria Wealth Solutions’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,844
Closed -$265K – 2069
2023
Q4 		$265K Sell
36,844
-7,040
-16% -$59K ﹤0.01% 1583
2023
Q3 		$431K Sell
43,884
-4,080
-9% -$35.4K 0.01% 1201
2023
Q2 		$380K Buy
47,964
+12
+0% +$98 0.01% 1299
2023
Q1 		$397K Buy
47,952
+5,721
+14% +$51.9K 0.01% 1272
2022
Q4 		$438K Sell
42,231
-1,824
-4% -$15.9K 0.01% 1153
2022
Q3 		$298K Buy
44,055
+6,278
+17% +$44.2K 0.01% 1303
2022
Q2 		$245K Sell
37,777
-72,118
-66% -$533K ﹤0.01% 1329
2022
Q1 		$752K Buy
+109,895
New +$676K 0.01% 846

Other funds holding VOC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Wealth Solutions's VOC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of VOC Energy (VOC) in Q1 2024, closing a stake of 36,844 shares — an estimated $265K sold.

Atria Wealth Solutions first reported a position in VOC in Q1 2022 and held it in 8 quarters. The position peaked at $752K in Q1 2022. 27 funds tracked by Wall St. Rank hold VOC as of Q1 2024.

  • Atria Wealth Solutions reported no remaining VOC Energy position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 36,844 VOC Energy shares in Q1 2024, an estimated $265K.
  • Atria Wealth Solutions first reported a position in VOC Energy in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's VOC Energy position peaked at $752K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held VOC Energy as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.