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Atria Wealth Solutions’s Runway Growth Finance RWAY Stock Holding History

Atria Wealth Solutions’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,100
Closed -$415K – 1837
2025
Q1 		$415K Sell
40,100
-34,732
-46% -$389K 0.01% 1286
2024
Q4 		$820K Buy
74,832
+26,093
+54% +$273K 0.01% 1012
2024
Q3 		$502K Sell
48,739
-8,993
-16% -$98.7K 0.01% 1243
2024
Q2 		$679K Buy
57,732
+7,679
+15% +$93.3K 0.01% 1072
2024
Q1 		$607K Buy
50,053
+25,805
+106% +$333K 0.01% 1165
2023
Q4 		$306K Buy
+24,248
New +$303K ﹤0.01% 1486

Other funds holding RWAY

OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AFA
Allium Financial Advisors Lake Oswego, Oregon $125M AUM 15.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return