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Atria Wealth Solutions’s Reliance Steel & Aluminium RS Stock Holding History

Atria Wealth Solutions’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$415K Sell
1,321
-6
-0.5% -$1.77K 0.01% 1004
2025
Q1 		$383K Buy
1,327
+8
+0.6% +$2.29K ﹤0.01% 1337
2024
Q4 		$355K Sell
1,319
-41
-3% -$12.2K ﹤0.01% 1446
2024
Q3 		$393K Sell
1,360
-261
-16% -$74.7K ﹤0.01% 1359
2024
Q2 		$463K Sell
1,621
-559
-26% -$168K 0.01% 1280
2024
Q1 		$729K Buy
2,180
+667
+44% +$203K 0.01% 1057
2023
Q4 		$423K Sell
1,513
-87
-5% -$23.1K 0.01% 1299
2023
Q3 		$420K Sell
1,600
-51
-3% -$14.1K 0.01% 1220
2023
Q2 		$448K Buy
1,651
+851
+106% +$211K 0.01% 1210
2023
Q1 		$205K Buy
+800
New +$188K ﹤0.01% 1665

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return