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Atria Wealth Solutions’s Zeta Global ZETA Stock Holding History

Atria Wealth Solutions’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,850
Closed -$231K – 2106
2024
Q4 		$231K Sell
12,850
-639
-5% -$16.1K ﹤0.01% 1725
2024
Q3 		$402K Buy
+13,489
New +$317K ﹤0.01% 1350

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's ZETA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Zeta Global (ZETA) in Q1 2025, closing a stake of 12,850 shares — an estimated $231K sold.

Atria Wealth Solutions first reported a position in ZETA in Q3 2024 and held it in 2 quarters. The position peaked at $402K in Q3 2024. 307 funds tracked by Wall St. Rank hold ZETA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Zeta Global position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,850 Zeta Global shares in Q1 2025, an estimated $231K.
  • Atria Wealth Solutions first reported a position in Zeta Global in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Zeta Global position peaked at $402K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Zeta Global as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.