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Atria Wealth Solutions’s InterContinental Hotels IHG Stock Holding History

Atria Wealth Solutions’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$601K Buy
5,215
+1,744
+50% +$196K 0.01% 834
2025
Q1 		$380K Sell
3,471
-2,074
-37% -$258K ﹤0.01% 1340
2024
Q4 		$693K Buy
5,545
+1,606
+41% +$192K 0.01% 1080
2024
Q3 		$437K Sell
3,939
-295
-7% -$30.2K ﹤0.01% 1306
2024
Q2 		$449K Sell
4,234
-294
-6% -$29.8K 0.01% 1293
2024
Q1 		$478K Sell
4,528
-94
-2% -$9.42K 0.01% 1292
2023
Q4 		$421K Sell
4,622
-284
-6% -$22.4K 0.01% 1300
2023
Q3 		$369K Sell
4,906
-13
-0.3% -$971 0.01% 1288
2023
Q2 		$347K Sell
4,919
-41
-0.8% -$2.82K ﹤0.01% 1354
2023
Q1 		$335K Buy
4,960
+52
+1% +$3.52K 0.01% 1352
2022
Q4 		$286K Buy
+4,908
New +$274K ﹤0.01% 1388

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return