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Atria Wealth Solutions’s ZIM Integrated Shipping Services ZIM Stock Holding History

Atria Wealth Solutions’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,025
Closed -$132K – 2084
2024
Q1 		$132K Sell
13,025
-9,775
-43% -$119K ﹤0.01% 1868
2023
Q4 		$225K Sell
22,800
-1,050
-4% -$8.82K ﹤0.01% 1697
2023
Q3 		$249K Sell
23,850
-200
-0.8% -$2.54K ﹤0.01% 1540
2023
Q2 		$298K Buy
24,050
+729
+3% +$11.7K ﹤0.01% 1446
2023
Q1 		$550K Buy
23,321
+3,175
+16% +$66.7K 0.01% 1077
2022
Q4 		$346K Buy
20,146
+1,177
+6% +$26.2K 0.01% 1274
2022
Q3 		$446K Sell
18,969
-19,661
-51% -$812K 0.01% 1085
2022
Q2 		$1.82M Sell
38,630
-18,622
-33% -$1.09M 0.03% 477
2022
Q1 		$4.16M Buy
+57,252
New +$3.96M 0.07% 291

Other funds holding ZIM

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Atria Wealth Solutions's ZIM Position: Q2 2024 in Review

Atria Wealth Solutions sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2024, closing a stake of 13,025 shares — an estimated $132K sold.

Atria Wealth Solutions first reported a position in ZIM in Q1 2022 and held it in 9 quarters. The position peaked at $4.16M in Q1 2022. 204 funds tracked by Wall St. Rank hold ZIM as of Q2 2024.

  • Atria Wealth Solutions reported no remaining ZIM Integrated Shipping Services position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,025 ZIM Integrated Shipping Services shares in Q2 2024, an estimated $132K.
  • Atria Wealth Solutions first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's ZIM Integrated Shipping Services position peaked at $4.16M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.