AWS
P

Atria Wealth Solutions’s Everpure Inc P Stock Holding History

Atria Wealth Solutions’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$835K Sell
14,510
-322
-2% -$16K 0.02% 716
2025
Q1 		$657K Sell
14,832
-2,526
-15% -$152K 0.01% 1064
2024
Q4 		$1.07M Buy
17,358
+258
+2% +$14.4K 0.01% 901
2024
Q3 		$859K Sell
17,100
-3,547
-17% -$201K 0.01% 969
2024
Q2 		$1.33M Buy
20,647
+9,997
+94% +$579K 0.01% 779
2024
Q1 		$554K Buy
+10,650
New +$476K 0.01% 1211
2023
Q3 		– Sell
-5,986
Closed -$220K – 1957
2023
Q2 		$220K Buy
+5,986
New +$170K ﹤0.01% 1631
2022
Q2 		– Sell
-6,422
Closed -$227K – 1839
2022
Q1 		$227K Buy
+6,422
New +$187K ﹤0.01% 1497

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM