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Atria Investments’s Mission Produce AVO Stock Holding History

Atria Investments’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$392K Sell
28,471
-2,522
-8% -$33.6K ﹤0.01% 1585
2025
Q4 		$360K Buy
30,993
+2,371
+8% +$28.4K ﹤0.01% 1639
2025
Q3 		$344K Buy
28,622
+648
+2% +$8K ﹤0.01% 1642
2025
Q2 		$328K Buy
27,974
+4,868
+21% +$52.7K ﹤0.01% 1668
2025
Q1 		$242K Sell
23,106
-15,469
-40% -$180K ﹤0.01% 1736
2024
Q4 		$554K Buy
38,575
+5,527
+17% +$71.4K 0.01% 1275
2024
Q3 		$424K Buy
+33,048
New +$366K 0.01% 1412

Other funds holding AVO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM