AWS
ADX icon

Atria Wealth Solutions’s Adams Diversified Equity Fund ADX Stock Holding History

Atria Wealth Solutions’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$538K Sell
24,707
-16,842
-41% -$332K 0.01% 886
2025
Q1 		$789K Buy
41,549
+6,030
+17% +$121K 0.01% 975
2024
Q4 		$717K Buy
35,519
+608
+2% +$13K 0.01% 1065
2024
Q3 		$753K Sell
34,911
-927
-3% -$19.7K 0.01% 1038
2024
Q2 		$770K Sell
35,838
-189
-0.5% -$3.77K 0.01% 1017
2024
Q1 		$703K Sell
36,027
-289
-0.8% -$5.37K 0.01% 1075
2023
Q4 		$643K Buy
36,316
+618
+2% +$10.5K 0.01% 1085
2023
Q3 		$594K Sell
35,698
-569
-2% -$9.79K 0.01% 1052
2023
Q2 		$610K Sell
36,267
-1,317
-4% -$20.9K 0.01% 1063
2023
Q1 		$584K Sell
37,584
-6,631
-15% -$101K 0.01% 1038
2022
Q4 		$643K Buy
44,215
+1,413
+3% +$21.4K 0.01% 962
2022
Q3 		$624K Buy
42,802
+20,866
+95% +$336K 0.01% 912
2022
Q2 		$336K Sell
21,936
-18,514
-46% -$307K 0.01% 1148
2022
Q1 		$746K Buy
+40,450
New +$736K 0.01% 852

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return