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Atria Wealth Solutions’s Broadridge BR Stock Holding History

Atria Wealth Solutions’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
942
-205
-18% -$48.7K 0.01% 1299
2025
Q1 		$279K Sell
1,147
-112
-9% -$26.4K ﹤0.01% 1510
2024
Q4 		$286K Sell
1,259
-1,264
-50% -$283K ﹤0.01% 1581
2024
Q3 		$545K Sell
2,523
-386
-13% -$80.7K 0.01% 1207
2024
Q2 		$575K Sell
2,909
-307
-10% -$60.9K 0.01% 1170
2024
Q1 		$661K Sell
3,216
-318
-9% -$64.1K 0.01% 1114
2023
Q4 		$730K Buy
3,534
+1,958
+124% +$361K 0.01% 1016
2023
Q3 		$283K Buy
1,576
+91
+6% +$16.1K ﹤0.01% 1452
2023
Q2 		$247K Buy
1,485
+77
+5% +$11.7K ﹤0.01% 1561
2023
Q1 		$207K Buy
+1,408
New +$201K ﹤0.01% 1655

Other funds holding BR

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return