AWS
XYZ

Atria Wealth Solutions’s Block Inc XYZ Stock Holding History

Atria Wealth Solutions’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
5,552
-9,607
-63% -$559K 0.01% 1046
2025
Q1 		$824K Sell
15,159
-1,401
-8% -$105K 0.01% 958
2024
Q4 		$1.41M Sell
16,560
-5,241
-24% -$430K 0.02% 788
2024
Q3 		$1.46M Buy
21,801
+22
+0.1% +$1.42K 0.02% 765
2024
Q2 		$1.4M Buy
21,779
+5,536
+34% +$387K 0.02% 759
2024
Q1 		$1.37M Sell
16,243
-477
-3% -$34.5K 0.02% 772
2023
Q4 		$1.29M Buy
16,720
+1,897
+13% +$107K 0.02% 763
2023
Q3 		$656K Sell
14,823
-4,844
-25% -$300K 0.01% 1008
2023
Q2 		$1.31M Sell
19,667
-1,772
-8% -$111K 0.02% 730
2023
Q1 		$1.47M Sell
21,439
-1,207
-5% -$90.3K 0.02% 654
2022
Q4 		$1.42M Sell
22,646
-993
-4% -$61.3K 0.02% 622
2022
Q3 		$1.3M Buy
23,639
+14,481
+158% +$1.03M 0.02% 629
2022
Q2 		$563K Sell
9,158
-13,646
-60% -$1.25M 0.01% 910
2022
Q1 		$3.09M Buy
+22,804
New +$2.76M 0.05% 360

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return