Atria Wealth Solutions’s Xos XOS Stock Holding History

Atria Wealth Solutions’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-567	Closed	-$5.84K	–	2033
2023 Q3	$5.84K	Buy	+567	New	+$5.98K	﹤0.01%	1856

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Atria Wealth Solutions's XOS Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Xos (XOS) in Q4 2023, closing a stake of 567 shares — an estimated $5.84K sold.

Atria Wealth Solutions first reported a position in XOS in Q3 2023 and held it in 1 quarter. The position peaked at $5.84K in Q3 2023. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

Atria Wealth Solutions reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 567 Xos shares in Q4 2023, an estimated $5.84K.
Atria Wealth Solutions first reported a position in Xos in Q3 2023 and held it in 1 quarter.
Atria Wealth Solutions's Xos position peaked at $5.84K in Q3 2023.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.