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Atria Wealth Solutions’s Ball Corp BALL Stock Holding History

Atria Wealth Solutions’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,464
Closed -$303K – 1976
2024
Q3 		$303K Buy
+4,464
New +$283K ﹤0.01% 1510
2024
Q2 		– Sell
-8,067
Closed -$543K – 1935
2024
Q1 		$543K Sell
8,067
-1,673
-17% -$102K 0.01% 1215
2023
Q4 		$560K Sell
9,740
-111
-1% -$5.72K 0.01% 1152
2023
Q3 		$490K Buy
9,851
+39
+0.4% +$2.13K 0.01% 1135
2023
Q2 		$571K Sell
9,812
-176
-2% -$9.54K 0.01% 1095
2023
Q1 		$550K Buy
9,988
+1,895
+23% +$105K 0.01% 1076
2022
Q4 		$414K Buy
+8,093
New +$419K 0.01% 1184
2022
Q3 		– Sell
-17,613
Closed -$803K – 1755
2022
Q2 		$803K Buy
17,613
+10,955
+165% +$831K 0.02% 791
2022
Q1 		$599K Buy
+6,658
New +$606K 0.01% 968

Other funds holding BALL

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atria Wealth Solutions's BALL Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Ball Corp (BALL) in Q4 2024, closing a stake of 4,464 shares — an estimated $303K sold.

Atria Wealth Solutions first reported a position in BALL in Q1 2022 and held it in 9 quarters. The position peaked at $803K in Q2 2022. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Ball Corp position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,464 Ball Corp shares in Q4 2024, an estimated $303K.
  • Atria Wealth Solutions first reported a position in Ball Corp in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Ball Corp position peaked at $803K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.