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Atria Wealth Solutions’s Element Solutions ESI Stock Holding History

Atria Wealth Solutions’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
+10,843
New +$227K 0.01% 1262
2024
Q3 		– Sell
-26,659
Closed -$723K – 1961
2024
Q2 		$723K Sell
26,659
-1,500
-5% -$36.9K 0.01% 1046
2024
Q1 		$703K Sell
28,159
-12,690
-31% -$295K 0.01% 1074
2023
Q4 		$945K Sell
40,849
-11,279
-22% -$228K 0.01% 881
2023
Q3 		$1.02M Sell
52,128
-20,654
-28% -$410K 0.01% 801
2023
Q2 		$1.4M Sell
72,782
-16,638
-19% -$306K 0.02% 710
2023
Q1 		$1.73M Buy
89,420
+2,080
+2% +$41K 0.03% 589
2022
Q4 		$1.59M Buy
87,340
+1,400
+2% +$25.2K 0.03% 595
2022
Q3 		$1.4M Buy
85,940
+302
+0.4% +$5.63K 0.02% 606
2022
Q2 		$1.52M Sell
85,638
-4,904
-5% -$99.5K 0.03% 537
2022
Q1 		$1.98M Buy
+90,542
New +$2.09M 0.03% 485

Other funds holding ESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return