Atria Wealth Solutions’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,828	Closed	-$1.18M	–	2046
2024 Q1	$1.18M	Sell	14,828 -3,079	-17%	-$248K	0.01%	838
2023 Q4	$1.57M	Sell	17,907 -258	-1%	-$20.5K	0.02%	686
2023 Q3	$1.33M	Buy	18,165 +3,360	+23%	+$255K	0.02%	704
2023 Q2	$1.11M	Sell	14,805 -51	-0.3%	-$3.64K	0.02%	797
2023 Q1	$1.2M	Sell	14,856 -4	-0%	-$317	0.02%	727
2022 Q4	$1.1M	Sell	14,860 -70	-0.5%	-$5.34K	0.02%	706
2022 Q3	$1.14M	Sell	14,930 -9,775	-40%	-$764K	0.02%	673
2022 Q2	$1.85M	Buy	24,705 +3,470	+16%	+$329K	0.04%	473
2022 Q1	$2.42M	Buy	+21,235	New	+$2.45M	0.04%	431

Other funds holding RHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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