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Atria Wealth Solutions’s Innodata INOD Stock Holding History

Atria Wealth Solutions’s Portfolio INOD Stock Details INOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$702K Buy
13,699
+4,497
+49% +$177K 0.02% 776
2025
Q1 		$330K Buy
+9,202
New +$404K ﹤0.01% 1417
2024
Q2 		– Sell
-15,180
Closed -$100K – 1997
2024
Q1 		$100K Buy
15,180
+3,100
+26% +$25.8K ﹤0.01% 1890
2023
Q4 		$98.3K Hold
12,080
– – ﹤0.01% 1852
2023
Q3 		$103K Buy
+12,080
New +$136K ﹤0.01% 1778

Other funds holding INOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return