Atria Wealth Solutions’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Atria Wealth Solutions’s Portfolio PICK Stock Details PICK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,610	Closed	-$234K	–	2031
2024 Q1	$234K	Sell	5,610 -2,833	-34%	-$114K	﹤0.01%	1718
2023 Q4	$364K	Sell	8,443 -488	-5%	-$19.4K	﹤0.01%	1369
2023 Q3	$355K	Sell	8,931 -625	-7%	-$25.4K	0.01%	1305
2023 Q2	$387K	Sell	9,556 -483	-5%	-$19.7K	0.01%	1290
2023 Q1	$429K	Buy	10,039 +2,253	+29%	+$98.3K	0.01%	1213
2022 Q4	$319K	Buy	7,786 +1,378	+22%	+$53.9K	0.01%	1324
2022 Q3	$218K	Sell	6,408 -2,200	-26%	-$79.1K	﹤0.01%	1509
2022 Q2	$307K	Buy	8,608 +823	+11%	+$36.7K	0.01%	1203
2022 Q1	$399K	Buy	+7,785	New	+$362K	0.01%	1183

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Atria Wealth Solutions's PICK Position: Q2 2024 in Review

Atria Wealth Solutions sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2024, closing a stake of 5,610 shares — an estimated $234K sold.

Atria Wealth Solutions first reported a position in PICK in Q1 2022 and held it in 9 quarters. The position peaked at $429K in Q1 2023. 169 funds tracked by Wall St. Rank hold PICK as of Q2 2024.

Atria Wealth Solutions reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,610 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2024, an estimated $234K.
Atria Wealth Solutions first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's iShares MSCI Global Metals & Mining Producers ETF position peaked at $429K in Q1 2023.
169 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.