Atria Wealth Solutions’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.68M	Sell	15,841 -9,712	-38%	-$898K	0.04%	466
2025 Q1	$2.29M	Buy	25,553 +4,978	+24%	+$476K	0.03%	582
2024 Q4	$2.02M	Sell	20,575 -905	-4%	-$85.7K	0.02%	637
2024 Q3	$1.9M	Sell	21,480 -612	-3%	-$50.5K	0.02%	660
2024 Q2	$1.63M	Sell	22,092 -1,406	-6%	-$105K	0.02%	700
2024 Q1	$1.83M	Sell	23,498 -20,930	-47%	-$1.55M	0.02%	672
2023 Q4	$3.47M	Sell	44,428 -2,112	-5%	-$147K	0.04%	416
2023 Q3	$3.14M	Buy	46,540 +2,277	+5%	+$161K	0.04%	421
2023 Q2	$3.26M	Sell	44,263 -2,719	-6%	-$195K	0.04%	413
2023 Q1	$3.59M	Buy	46,982 +2,717	+6%	+$229K	0.05%	356
2022 Q4	$3.46M	Buy	44,265 +1,281	+3%	+$94.3K	0.06%	342
2022 Q3	$2.64M	Buy	42,984 +7,517	+21%	+$514K	0.05%	388
2022 Q2	$2.2M	Sell	35,467 -3,489	-9%	-$247K	0.04%	410
2022 Q1	$3.41M	Buy	+38,956	New	+$3.61M	0.06%	333

Other funds holding STT

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

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

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

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return