AWS
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Atria Wealth Solutions’s ReNew RNW Stock Holding History

Atria Wealth Solutions’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,283
Closed -$72.3K – 1830
2025
Q1 		$72.3K Sell
12,283
-2,000
-14% -$12.9K ﹤0.01% 1811
2024
Q4 		$97.6K Sell
14,283
-2,000
-12% -$12.2K ﹤0.01% 1901
2024
Q3 		$102K Hold
16,283
– – ﹤0.01% 1858
2024
Q2 		$102K Hold
16,283
– – ﹤0.01% 1858
2024
Q1 		$97.7K Hold
16,283
– – ﹤0.01% 1893
2023
Q4 		$125K Hold
16,283
– – ﹤0.01% 1839
2023
Q3 		$88.4K Hold
16,283
– – ﹤0.01% 1789
2023
Q2 		$89.2K Hold
16,283
– – ﹤0.01% 1785
2023
Q1 		$91.5K Hold
16,283
– – ﹤0.01% 1765
2022
Q4 		$89.6K Hold
16,283
– – ﹤0.01% 1706
2022
Q3 		$98K Hold
16,283
– – ﹤0.01% 1639
2022
Q2 		$105K Hold
16,283
– – ﹤0.01% 1525
2022
Q1 		$134K Buy
+16,283
New +$118K ﹤0.01% 1642

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RCMNY
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Franklin Resources
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UBS AM
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $1.42B AUM 42.25% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return