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Atria Wealth Solutions’s Agilent Technologies A Stock Holding History

Atria Wealth Solutions’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,732
Closed -$203K – 1463
2025
Q1 		$203K Buy
1,732
+78
+5% +$10.5K ﹤0.01% 1712
2024
Q4 		$222K Sell
1,654
-229
-12% -$31.4K ﹤0.01% 1760
2024
Q3 		$280K Sell
1,883
-5
-0.3% -$685 ﹤0.01% 1563
2024
Q2 		$245K Buy
1,888
+18
+1% +$2.52K ﹤0.01% 1629
2024
Q1 		$272K Buy
1,870
+97
+5% +$13.3K ﹤0.01% 1622
2023
Q4 		$246K Sell
1,773
-193
-10% -$23K ﹤0.01% 1637
2023
Q3 		$220K Sell
1,966
-203
-9% -$24.3K ﹤0.01% 1632
2023
Q2 		$261K Buy
2,169
+292
+16% +$37.2K ﹤0.01% 1521
2023
Q1 		$260K Buy
1,877
+215
+13% +$31.4K ﹤0.01% 1508
2022
Q4 		$249K Buy
1,662
+7
+0.4% +$999 ﹤0.01% 1470
2022
Q3 		$201K Sell
1,655
-187
-10% -$24K ﹤0.01% 1555
2022
Q2 		$219K Buy
+1,842
New +$226K ﹤0.01% 1404

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return