AWS
ZEUS

Atria Wealth Solutions’s Olympic Steel ZEUS Stock Holding History

Atria Wealth Solutions’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,387
Closed -$558K – 1993
2023
Q2 		$558K Buy
11,387
+242
+2% +$11.4K 0.01% 1103
2023
Q1 		$582K Buy
+11,145
New +$515K 0.01% 1042
2022
Q2 		– Sell
-5,895
Closed -$227K – 1914
2022
Q1 		$227K Buy
+5,895
New +$159K ﹤0.01% 1499

Other funds holding ZEUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Olympic Steel (ZEUS) in Q3 2023, closing a stake of 11,387 shares — an estimated $558K sold.

Atria Wealth Solutions first reported a position in ZEUS in Q1 2022 and held it in 3 quarters. The position peaked at $582K in Q1 2023. 154 funds tracked by Wall St. Rank hold ZEUS as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Olympic Steel position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,387 Olympic Steel shares in Q3 2023, an estimated $558K.
  • Atria Wealth Solutions first reported a position in Olympic Steel in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Olympic Steel position peaked at $582K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Olympic Steel as of Q3 2023.

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