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Atria Investments Llc Buys United Parcel Service Inc, Signet Jewelers, iRadimed Corp, Sells Vanguard Total Bond Market ETF, SPDR S&P 500 ETF Trust, iShares iBoxx $ Investment Grade Corporate Bond ET

Charlotte, NC, based Investment company Atria Investments Llc (Current Portfolio) buys United Parcel Service Inc, Signet Jewelers, iRadimed Corp, iShares California Muni Bond ETF, iRobot Corp, sells Vanguard Total Bond Market ETF, SPDR S&P 500 ETF Trust, iShares iBoxx $ Investment Grade Corporate Bond ET, iShares Core S&P Total U.S. Stock Market ETF, iShares Core S&P 500 ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Atria Investments Llc. As of 2019Q2, Atria Investments Llc owns 803 stocks with a total value of $1.8 billion. These are the details of the buys and sells.

For the details of ATRIA INVESTMENTS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/atria+investments+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of ATRIA INVESTMENTS LLC
  1. United Parcel Service Inc (UPS) - 1,097,035 shares, 4.98% of the total portfolio. Shares added by 4982.40%
  2. Signet Jewelers Ltd (SIG) - 254,256 shares, 4.02% of the total portfolio. New Position
  3. iShares 1-3 Year Treasury Bond ETF (SHY) - 508,261 shares, 3.38% of the total portfolio. Shares reduced by 9.1%
  4. iRadimed Corp (IRMD) - 771,677 shares, 2.78% of the total portfolio. New Position
  5. iShares California Muni Bond ETF (CMF) - 431,656 shares, 2.66% of the total portfolio. New Position
New Purchase: Signet Jewelers Ltd (SIG)

Atria Investments Llc initiated holding in Signet Jewelers Ltd. The purchase prices were between $16.77 and $28.3, with an estimated average price of $21.49. The stock is now traded at around $14.41. The impact to a portfolio due to this purchase was 4.02%. The holding were 254,256 shares as of .

New Purchase: iRadimed Corp (IRMD)

Atria Investments Llc initiated holding in iRadimed Corp. The purchase prices were between $19.6 and $29.31, with an estimated average price of $23.57. The stock is now traded at around $21.47. The impact to a portfolio due to this purchase was 2.78%. The holding were 771,677 shares as of .

New Purchase: iShares California Muni Bond ETF (CMF)

Atria Investments Llc initiated holding in iShares California Muni Bond ETF. The purchase prices were between $58.85 and $60.47, with an estimated average price of $59.68. The stock is now traded at around $61.52. The impact to a portfolio due to this purchase was 2.66%. The holding were 431,656 shares as of .

New Purchase: iRobot Corp (IRBT)

Atria Investments Llc initiated holding in iRobot Corp. The purchase prices were between $86.84 and $130.57, with an estimated average price of $101.6. The stock is now traded at around $67.68. The impact to a portfolio due to this purchase was 2.57%. The holding were 161,416 shares as of .

New Purchase: iShares Core Dividend Growth ETF (DGRO)

Atria Investments Llc initiated holding in iShares Core Dividend Growth ETF. The purchase prices were between $35.71 and $38.38, with an estimated average price of $37.29. The stock is now traded at around $37.94. The impact to a portfolio due to this purchase was 2.4%. The holding were 729,540 shares as of .

New Purchase: SM Energy Co (SM)

Atria Investments Llc initiated holding in SM Energy Co. The purchase prices were between $10.38 and $18.55, with an estimated average price of $14.53. The stock is now traded at around $10.39. The impact to a portfolio due to this purchase was 2.35%. The holding were 1,262,749 shares as of .

Added: United Parcel Service Inc (UPS)

Atria Investments Llc added to a holding in United Parcel Service Inc by 4982.40%. The purchase prices were between $92.92 and $114.49, with an estimated average price of $104.04. The stock is now traded at around $115.75. The impact to a portfolio due to this purchase was 4.88%. The holding were 1,097,035 shares as of .

Added: IQVIA Holdings Inc (IQV)

Atria Investments Llc added to a holding in IQVIA Holdings Inc by 6501.00%. The purchase prices were between $132.28 and $160.9, with an estimated average price of $140.12. The stock is now traded at around $156.00. The impact to a portfolio due to this purchase was 2.44%. The holding were 574,221 shares as of .

Added: Invesco Fundamental High Yield Corporate Bond ETF (PHB)

Atria Investments Llc added to a holding in Invesco Fundamental High Yield Corporate Bond ETF by 3172.61%. The purchase prices were between $18.5 and $19.05, with an estimated average price of $18.76. The stock is now traded at around $18.91. The impact to a portfolio due to this purchase was 2.36%. The holding were 840,340 shares as of .

Added: SK Telecom Co Ltd (SKM)

Atria Investments Llc added to a holding in SK Telecom Co Ltd by 4716.49%. The purchase prices were between $23.23 and $24.92, with an estimated average price of $24.07. The stock is now traded at around $22.08. The impact to a portfolio due to this purchase was 2.34%. The holding were 1,188,757 shares as of .

Added: iShares Short-Term National Muni Bond ETF (SUB)

Atria Investments Llc added to a holding in iShares Short-Term National Muni Bond ETF by 10736.01%. The purchase prices were between $105.75 and $106.57, with an estimated average price of $106.08. The stock is now traded at around $107.13. The impact to a portfolio due to this purchase was 0.79%. The holding were 1,407,381 shares as of .

Added: Ryanair Holdings PLC (RYAAY)

Atria Investments Llc added to a holding in Ryanair Holdings PLC by 368237.81%. The purchase prices were between $62 and $83.23, with an estimated average price of $70.99. The stock is now traded at around $60.00. The impact to a portfolio due to this purchase was 0.65%. The holding were 11,591,591 shares as of .

Sold Out: SPDR S&P 500 ETF Trust (SPY)

Atria Investments Llc sold out a holding in SPDR S&P 500 ETF Trust. The sale prices were between $274.57 and $295.86, with an estimated average price of $287.91.

Sold Out: iShares Core S&P 500 ETF (IVV)

Atria Investments Llc sold out a holding in iShares Core S&P 500 ETF. The sale prices were between $274.69 and $296.02, with an estimated average price of $288.3.

Sold Out: iShares Core S&P Small-Cap ETF (IJR)

Atria Investments Llc sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $72.93 and $81.1, with an estimated average price of $77.42.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Atria Investments Llc sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $122.21 and $132.9, with an estimated average price of $126.95.

Sold Out: Invesco S&P SmallCap Low Volatility ETF (XSLV)

Atria Investments Llc sold out a holding in Invesco S&P SmallCap Low Volatility ETF. The sale prices were between $46.12 and $49.19, with an estimated average price of $47.67.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Atria Investments Llc sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $51.94 and $52.85, with an estimated average price of $52.31.



Here is the complete portfolio of ATRIA INVESTMENTS LLC. Also check out:

1. ATRIA INVESTMENTS LLC's Undervalued Stocks
2. ATRIA INVESTMENTS LLC's Top Growth Companies, and
3. ATRIA INVESTMENTS LLC's High Yield stocks
4. Stocks that ATRIA INVESTMENTS LLC keeps buying

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