Atria Wealth Solutions’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.59M	Sell	6,474 -7,655	-54%	-$4.44M	0.1%	230
2025 Q1	$7.72M	Sell	14,129 -3,219	-19%	-$1.94M	0.09%	226
2024 Q4	$9.93M	Buy	17,348 +1,347	+8%	+$751K	0.11%	193
2024 Q3	$7.92M	Buy	16,001 +916	+6%	+$448K	0.09%	242
2024 Q2	$6.82M	Buy	15,085 +2,134	+16%	+$936K	0.08%	264
2024 Q1	$5.41M	Buy	12,951 +947	+8%	+$367K	0.06%	316
2023 Q4	$4.63M	Buy	12,004 +788	+7%	+$263K	0.06%	337
2023 Q3	$3.63M	Sell	11,216 -597	-5%	-$199K	0.05%	376
2023 Q2	$3.81M	Buy	11,813 +161	+1%	+$52.9K	0.05%	365
2023 Q1	$3.81M	Sell	11,652 -1,497	-11%	-$521K	0.06%	336
2022 Q4	$4.52M	Buy	13,149 +644	+5%	+$224K	0.07%	273
2022 Q3	$3.66M	Sell	12,505 -923	-7%	-$299K	0.06%	302
2022 Q2	$3.99M	Buy	13,428 +3,505	+35%	+$1.09M	0.08%	272
2022 Q1	$3.27M	Buy	+9,923	New	+$3.5M	0.05%	345

Other funds holding GS

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

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

Geode Capital Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return