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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 0.03% 473
2022
Q1 		$2.42M Buy
+21,235
New +$2.45M 0.04% 431

Other funds holding RHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Robert Half (RHI) in Q2 2024, closing a stake of 14,828 shares — an estimated $1.18M sold.

Atria Wealth Solutions first reported a position in RHI in Q1 2022 and held it in 9 quarters. The position peaked at $2.42M in Q1 2022. 492 funds tracked by Wall St. Rank hold RHI as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Robert Half position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,828 Robert Half shares in Q2 2024, an estimated $1.18M.
  • Atria Wealth Solutions first reported a position in Robert Half in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Robert Half position peaked at $2.42M in Q1 2022.
  • 492 funds tracked by Wall St. Rank held Robert Half as of Q2 2024.

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