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Atria Wealth Solutions’s Heritage Insurance Holdings HRTG Stock Holding History

Atria Wealth Solutions’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,801
Closed -$33.3K – 1919
2023
Q1 		$33.3K Hold
10,801
– – ﹤0.01% 1821
2022
Q4 		$19.4K Hold
10,801
– – ﹤0.01% 1780
2022
Q3 		$24.4K Hold
10,801
– – ﹤0.01% 1725
2022
Q2 		$29K Buy
+10,801
New +$46K ﹤0.01% 1605

Other funds holding HRTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return