Atria Wealth Solutions’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,072	Closed	-$207K	–	2032
2024 Q1	$207K	Buy	+2,072	New	+$190K	﹤0.01%	1805
2023 Q4	–	Sell	-2,152	Closed	-$224K	–	2004
2023 Q3	$224K	Sell	2,152 -331	-13%	-$39.3K	﹤0.01%	1618
2023 Q2	$300K	Sell	2,483 -29	-1%	-$3.21K	﹤0.01%	1440
2023 Q1	$278K	Sell	2,512 -21	-0.8%	-$2.33K	﹤0.01%	1464
2022 Q4	$256K	Buy	2,533 +99	+4%	+$10.3K	﹤0.01%	1452
2022 Q3	$233K	Buy	+2,434	New	+$273K	﹤0.01%	1468
2022 Q2	–	Sell	-5,955	Closed	-$627K	–	1832
2022 Q1	$627K	Buy	+5,955	New	+$679K	0.01%	938

Other funds holding PII

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return