AWS
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Atria Wealth Solutions’s Regions Financial RF Stock Holding History

Atria Wealth Solutions’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,769
Closed -$388K – 2048
2023
Q4 		$388K Buy
19,769
+442
+2% +$7.33K ﹤0.01% 1342
2023
Q3 		$337K Buy
19,327
+311
+2% +$5.89K ﹤0.01% 1345
2023
Q2 		$343K Sell
19,016
-46,519
-71% -$821K ﹤0.01% 1356
2023
Q1 		$1.22M Buy
65,535
+40,457
+161% +$881K 0.02% 722
2022
Q4 		$546K Buy
25,078
+164
+0.7% +$3.56K 0.01% 1033
2022
Q3 		$505K Sell
24,914
-1,687
-6% -$35.6K 0.01% 1013
2022
Q2 		$503K Buy
26,601
+13,010
+96% +$269K 0.01% 971
2022
Q1 		$305K Buy
+13,591
New +$320K 0.01% 1311

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return