Atria Wealth Solutions’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,429	Closed	-$558K	–	1612
2025 Q1	$558K	Buy	11,429 +5,604	+96%	+$318K	0.01%	1151
2024 Q4	$335K	Sell	5,825 -516	-8%	-$29.6K	﹤0.01%	1479
2024 Q3	$328K	Sell	6,341 -600	-9%	-$28.9K	﹤0.01%	1463
2024 Q2	$334K	Sell	6,941 -700	-9%	-$33.5K	﹤0.01%	1449
2024 Q1	$351K	Hold	7,641	–	–	﹤0.01%	1456
2023 Q4	$315K	Hold	7,641	–	–	﹤0.01%	1468
2023 Q3	$305K	Hold	7,641	–	–	﹤0.01%	1406
2023 Q2	$285K	Hold	7,641	–	–	﹤0.01%	1475
2023 Q1	$261K	Hold	7,641	–	–	﹤0.01%	1502
2022 Q4	$234K	Buy	+7,641	New	+$223K	﹤0.01%	1511
2022 Q3	–	Sell	-7,512	Closed	-$217K	–	1791
2022 Q2	$217K	Sell	7,512 -300	-4%	-$9.55K	﹤0.01%	1408
2022 Q1	$282K	Buy	+7,812	New	+$255K	﹤0.01%	1354

Other funds holding FLS

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return