Atria Wealth Solutions’s Citigroup C Stock Holding History

Atria Wealth Solutions’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.35M	Sell	38,562 -86,080	-69%	-$6.22M	0.08%	291
2025 Q1	$8.85M	Sell	124,642 -11,987	-9%	-$914K	0.11%	208
2024 Q4	$9.62M	Buy	136,629 +2,361	+2%	+$159K	0.11%	199
2024 Q3	$8.41M	Sell	134,268 -479	-0.4%	-$29.6K	0.09%	227
2024 Q2	$8.55M	Sell	134,747 -10,774	-7%	-$664K	0.09%	219
2024 Q1	$9.2M	Buy	145,521 +6,823	+5%	+$380K	0.1%	206
2023 Q4	$7.13M	Buy	138,698 +17,257	+14%	+$764K	0.09%	231
2023 Q3	$4.99M	Sell	121,441 -10,188	-8%	-$447K	0.07%	292
2023 Q2	$6.06M	Buy	131,629 +16,039	+14%	+$751K	0.08%	237
2023 Q1	$5.42M	Buy	115,590 +22,294	+24%	+$1.09M	0.08%	247
2022 Q4	$4.22M	Buy	93,296 +1,579	+2%	+$71.7K	0.07%	286
2022 Q3	$3.82M	Buy	91,717 +56,774	+162%	+$2.8M	0.07%	293
2022 Q2	$1.61M	Sell	34,943 -54,922	-61%	-$2.75M	0.03%	512
2022 Q1	$4.8M	Buy	+89,865	New	+$5.55M	0.08%	263

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM