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Atria Wealth Solutions’s EnerSys ENS Stock Holding History

Atria Wealth Solutions’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,454
Closed -$761K – 2003
2024
Q3 		$761K Buy
7,454
+2,118
+40% +$214K 0.01% 1036
2024
Q2 		$552K Buy
5,336
+1,557
+41% +$153K 0.01% 1195
2024
Q1 		$358K Buy
+3,779
New +$355K ﹤0.01% 1438

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Atria Wealth Solutions's ENS Position: Q4 2024 in Review

Atria Wealth Solutions sold out of EnerSys (ENS) in Q4 2024, closing a stake of 7,454 shares — an estimated $761K sold.

Atria Wealth Solutions first reported a position in ENS in Q1 2024 and held it in 3 quarters. The position peaked at $761K in Q3 2024. 364 funds tracked by Wall St. Rank hold ENS as of Q4 2024.

  • Atria Wealth Solutions reported no remaining EnerSys position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,454 EnerSys shares in Q4 2024, an estimated $761K.
  • Atria Wealth Solutions first reported a position in EnerSys in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's EnerSys position peaked at $761K in Q3 2024.
  • 364 funds tracked by Wall St. Rank held EnerSys as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.