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Atria Wealth Solutions’s Box BOX Stock Holding History

Atria Wealth Solutions’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,105
Closed -$230K – 1942
2024
Q1 		$230K Sell
8,105
-1,752
-18% -$47K ﹤0.01% 1729
2023
Q4 		$252K Sell
9,857
-1,859
-16% -$47K ﹤0.01% 1624
2023
Q3 		$284K Sell
11,716
-153
-1% -$4.37K ﹤0.01% 1451
2023
Q2 		$349K Sell
11,869
-564
-5% -$15.6K ﹤0.01% 1350
2023
Q1 		$333K Sell
12,433
-176
-1% -$5.3K ﹤0.01% 1357
2022
Q4 		$393K Sell
12,609
-14
-0.1% -$399 0.01% 1210
2022
Q3 		$308K Buy
+12,623
New +$347K 0.01% 1285

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return