AWS
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Atria Wealth Solutions’s Stoneridge SRI Stock Holding History

Atria Wealth Solutions’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,009
Closed -$96.4K – 1868
2025
Q1 		$96.4K Hold
21,009
– – ﹤0.01% 1794
2024
Q4 		$132K Hold
21,009
– – ﹤0.01% 1879
2024
Q3 		$235K Hold
21,009
– – ﹤0.01% 1675
2024
Q2 		$335K Hold
21,009
– – ﹤0.01% 1447
2024
Q1 		$387K Buy
+21,009
New +$373K ﹤0.01% 1386

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RA
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BlackRock
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Millennium Management
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ACH
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Federated Hermes
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EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return