Atria Wealth Solutions’s FMC FMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell	5,292 -250	-5%	-$9.93K	0.01%	1324
2025 Q1	$236K	Buy	+5,542	New	+$246K	﹤0.01%	1619
2024 Q1	–	Sell	-6,515	Closed	-$414K	–	1997
2023 Q4	$414K	Buy	6,515 +744	+13%	+$43.1K	0.01%	1311
2023 Q3	$390K	Buy	5,771 +1,905	+49%	+$165K	0.01%	1260
2023 Q2	$406K	Buy	3,866 +1,380	+56%	+$155K	0.01%	1261
2023 Q1	$305K	Buy	2,486 +443	+22%	+$55.8K	﹤0.01%	1398
2022 Q4	$256K	Sell	2,043 -315	-13%	-$38.6K	﹤0.01%	1451
2022 Q3	$250K	Buy	2,358 +284	+14%	+$30.7K	﹤0.01%	1414
2022 Q2	$223K	Buy	2,074 +329	+19%	+$40.2K	﹤0.01%	1389
2022 Q1	$231K	Buy	+1,745	New	+$205K	﹤0.01%	1483

Other funds holding FMC

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AQR Capital Management

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

Dimensional Fund Advisors

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