AI
FM

Atria Investments’s iShares Frontier and Select EM ETF FM Stock Holding History

Atria Investments’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,014
Closed -$290K – 1007
2019
Q2 		$290K Buy
+10,014
New +$289K 0.01% 753
2018
Q2 		– Sell
-122,616
Closed -$4.3M – 1028
2018
Q1 		$4.3M Buy
122,616
+65,780
+116% +$2.29M 0.21% 84
2017
Q4 		$1.88M Buy
+56,836
New +$1.83M 0.09% 225
2017
Q3 		– Sell
-21,311
Closed -$609K – 848
2017
Q2 		$609K Buy
21,311
+2,052
+11% +$59.3K 0.04% 387
2017
Q1 		$534K Buy
+19,259
New +$529K 0.03% 384

Other funds holding FM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return