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Atria Wealth Solutions’s Gartner IT Stock Holding History

Atria Wealth Solutions’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,123
Closed -$471K – 1696
2025
Q1 		$471K Hold
1,123
– – 0.01% 1228
2024
Q4 		$544K Sell
1,123
-2,038
-64% -$1.05M 0.01% 1230
2024
Q3 		$1.6M Buy
3,161
+74
+2% +$35.6K 0.02% 720
2024
Q2 		$1.39M Buy
3,087
+88
+3% +$39.2K 0.02% 763
2024
Q1 		$1.43M Sell
2,999
-544
-15% -$250K 0.02% 753
2023
Q4 		$1.6M Buy
3,543
+854
+32% +$341K 0.02% 680
2023
Q3 		$924K Buy
2,689
+69
+3% +$24.1K 0.01% 851
2023
Q2 		$918K Buy
2,620
+88
+3% +$28.7K 0.01% 873
2023
Q1 		$825K Buy
2,532
+279
+12% +$92.2K 0.01% 875
2022
Q4 		$757K Buy
2,253
+905
+67% +$292K 0.01% 886
2022
Q3 		$373K Buy
1,348
+275
+26% +$77.1K 0.01% 1180
2022
Q2 		$259K Buy
+1,073
New +$285K 0.01% 1293

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BAMCO Inc
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return