Atria Wealth Solutions’s Sterling Infrastructure STRL Stock Holding History

Atria Wealth Solutions’s Portfolio STRL Stock Details STRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$633K	Buy	+2,744	New	+$479K	0.01%	817
2024 Q1	–	Sell	-4,081	Closed	-$359K	–	2060
2023 Q4	$359K	Sell	4,081 -275	-6%	-$19.9K	﹤0.01%	1377
2023 Q3	$320K	Sell	4,356 -115	-3%	-$8.05K	﹤0.01%	1376
2023 Q2	$249K	Buy	+4,471	New	+$198K	﹤0.01%	1552

Other funds holding STRL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return