Atria Wealth Solutions’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,415	Closed	-$648K	–	2028
2024 Q3	$648K	Hold	20,415	–	–	0.01%	1116
2024 Q2	$658K	Buy	20,415 +360	+2%	+$12.2K	0.01%	1092
2024 Q1	$747K	Sell	20,055 -107	-0.5%	-$3.68K	0.01%	1046
2023 Q4	$623K	Buy	20,162 +326	+2%	+$10.3K	0.01%	1100
2023 Q3	$667K	Sell	19,836 -8	-0%	-$257	0.01%	1001
2023 Q2	$601K	Buy	19,844 +142	+0.7%	+$4.01K	0.01%	1066
2023 Q1	$522K	Buy	+19,702	New	+$494K	0.01%	1108

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Atria Wealth Solutions's HMC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Honda (HMC) in Q4 2024, closing a stake of 20,415 shares — an estimated $648K sold.

Atria Wealth Solutions first reported a position in HMC in Q1 2023 and held it in 7 quarters. The position peaked at $747K in Q1 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Atria Wealth Solutions reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 20,415 Honda shares in Q4 2024, an estimated $648K.
Atria Wealth Solutions first reported a position in Honda in Q1 2023 and held it in 7 quarters.
Atria Wealth Solutions's Honda position peaked at $747K in Q1 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.