AWS
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return