Atria Wealth Solutions’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-897	Closed	-$325K	–	1915
2024 Q4	$325K	Buy	+897	New	+$336K	﹤0.01%	1495

Other funds holding EG

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Atria Wealth Solutions's EG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Everest Group (EG) in Q1 2025, closing a stake of 897 shares — an estimated $325K sold.

Atria Wealth Solutions first reported a position in EG in Q4 2024 and held it in 1 quarter. The position peaked at $325K in Q4 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Atria Wealth Solutions reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 897 Everest Group shares in Q1 2025, an estimated $325K.
Atria Wealth Solutions first reported a position in Everest Group in Q4 2024 and held it in 1 quarter.
Atria Wealth Solutions's Everest Group position peaked at $325K in Q4 2024.
677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.