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Dan Mulvey

@Atria Investments, Inc

Latest period2024 - Q3ReportedManaged Assets$8.051BTotal holdings1895
Assets growth rate4.25%Assets growth rate (2-Q avg)5.28%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Investments, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1895 positions.

Assets under management

The assets under management (AUM) of Atria Investments, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.051B in assets, with a quarterly growth rate of 4.25% and a 2-quarter average growth rate of 5.28%. The portfolio is managed by Dan Mulvey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EDUNew Oriental Ed & Technology
Recent Activity
Exited
0%
$870,809
11,203 shares@ $77.73 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$834,283
44,854 shares@ $18.6 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$826,724
1,009 shares@ $819.35 avg price
PSIInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$799,069
12,722 shares@ $62.82 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$776,424
38,342 shares@ $20.25 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$750,068
11,234 shares@ $66.77 avg price
LITELumentum Hldgs Inc
Recent Activity
Exited
0%
$748,473
14,699 shares@ $50.92 avg price
CSHINeos Etf Trust
Recent Activity
Exited
0%
$713,294
14,335 shares@ $49.76 avg price
DBBInvesco Db Multi-sector Comm
Recent Activity
Exited
0%
$711,607
35,333 shares@ $20.15 avg price
IEZIshares Tr
Recent Activity
Exited
0%
$664,993
29,861 shares@ $22.27 avg price