Atria Wealth Solutions’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$913K	Sell	80,667 -455,164	-85%	-$4.63M	0.02%	672
2025 Q1	$5.37M	Sell	535,831 -71,903	-12%	-$702K	0.06%	319
2024 Q4	$6.02M	Buy	607,734 +1,570	+0.3%	+$16.7K	0.07%	310
2024 Q3	$6.4M	Sell	606,164 -13,021	-2%	-$149K	0.07%	286
2024 Q2	$7.76M	Buy	619,185 +7,038	+1%	+$87.1K	0.09%	235
2024 Q1	$8.13M	Sell	612,147 -20,531	-3%	-$249K	0.09%	233
2023 Q4	$7.71M	Sell	632,678 -11,971	-2%	-$133K	0.1%	213
2023 Q3	$8.01M	Sell	644,649 -6,590	-1%	-$85.6K	0.11%	189
2023 Q2	$9.85M	Buy	651,239 +300,910	+86%	+$3.81M	0.13%	156
2023 Q1	$4.41M	Sell	350,329 -31,388	-8%	-$393K	0.07%	295
2022 Q4	$4.44M	Sell	381,717 -56,489	-13%	-$726K	0.07%	274
2022 Q3	$4.91M	Sell	438,206 -64,530	-13%	-$903K	0.09%	235
2022 Q2	$5.6M	Buy	502,736 +165,294	+49%	+$2.26M	0.11%	214
2022 Q1	$5.71M	Buy	+337,442	New	+$6.42M	0.09%	230

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return