Atria Wealth Solutions’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,300	Closed	-$80.2K	–	1520
2025 Q1	$80.2K	Sell	24,300 -9,500	-28%	-$31.6K	﹤0.01%	1805
2024 Q4	$89.2K	Sell	33,800 -15,400	-31%	-$46.2K	﹤0.01%	1906
2024 Q3	$179K	Sell	49,200 -5,000	-9%	-$18.2K	﹤0.01%	1811
2024 Q2	$197K	Hold	54,200	–	–	﹤0.01%	1790
2024 Q1	$192K	Sell	54,200 -5,000	-8%	-$18.3K	﹤0.01%	1834
2023 Q4	$239K	Sell	59,200 -1,000	-2%	-$3.62K	﹤0.01%	1663
2023 Q3	$224K	Sell	60,200 -5,000	-8%	-$20.5K	﹤0.01%	1619
2023 Q2	$315K	Sell	65,200 -3,000	-4%	-$15.4K	﹤0.01%	1406
2023 Q1	$376K	Buy	+68,200	New	+$433K	0.01%	1298

Other funds holding CHMI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atria Wealth Solutions's CHMI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2025, closing a stake of 24,300 shares — an estimated $80.2K sold.

Atria Wealth Solutions first reported a position in CHMI in Q1 2023 and held it in 9 quarters. The position peaked at $376K in Q1 2023. 51 funds tracked by Wall St. Rank hold CHMI as of Q2 2025.

Atria Wealth Solutions reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 24,300 Cherry Hill Mortgage Investment Corp shares in Q2 2025, an estimated $80.2K.
Atria Wealth Solutions first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2023 and held it in 9 quarters.
Atria Wealth Solutions's Cherry Hill Mortgage Investment Corp position peaked at $376K in Q1 2023.
51 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.