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Atria Wealth Solutions’s Eagle Materials EXP Stock Holding History

Atria Wealth Solutions’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$203K – 1991
2023
Q4 		$203K Buy
+1,000
New +$176K ﹤0.01% 1771

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's EXP Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Eagle Materials (EXP) in Q1 2024, closing a stake of 1,000 shares — an estimated $203K sold.

Atria Wealth Solutions first reported a position in EXP in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 490 funds tracked by Wall St. Rank hold EXP as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Eagle Materials position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,000 Eagle Materials shares in Q1 2024, an estimated $203K.
  • Atria Wealth Solutions first reported a position in Eagle Materials in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Eagle Materials position peaked at $203K in Q4 2023.
  • 490 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.