AWS
B

Atria Wealth Solutions’s Barrick Mining B Stock Holding History

Atria Wealth Solutions’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$416K Buy
19,986
+230
+1% +$4.5K 0.01% 1002
2025
Q1 		$384K Sell
19,756
-13,610
-41% -$238K ﹤0.01% 1333
2024
Q4 		$517K Buy
33,366
+10,840
+48% +$197K 0.01% 1262
2024
Q3 		$448K Buy
22,526
+12,151
+117% +$232K ﹤0.01% 1296
2024
Q2 		$173K Sell
10,375
-22,595
-69% -$384K ﹤0.01% 1808
2024
Q1 		$549K Buy
32,970
+207
+0.6% +$3.24K 0.01% 1213
2023
Q4 		$593K Sell
32,763
-2,390
-7% -$39.2K 0.01% 1126
2023
Q3 		$511K Sell
35,153
-42,303
-55% -$693K 0.01% 1120
2023
Q2 		$1.31M Sell
77,456
-2,744
-3% -$50K 0.02% 728
2023
Q1 		$1.49M Sell
80,200
-30,646
-28% -$551K 0.02% 646
2022
Q4 		$1.9M Sell
110,846
-2,016
-2% -$32.1K 0.03% 536
2022
Q3 		$1.75M Sell
112,862
-15,953
-12% -$252K 0.03% 533
2022
Q2 		$2.42M Buy
128,815
+28,095
+28% +$610K 0.05% 386
2022
Q1 		$2.47M Buy
+100,720
New +$2.17M 0.04% 423

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VanEck Associates
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return