Atria Investments LLC Reduced Holdings in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-9.04K
- 26.95%
$49.78 - $66.55 $450K - $602K
24.5K $1.23M
FIS
Fidelity National Information Services, Inc.

Technology
-9.72K
- 14.14%
$80.14 - $90.95 $779K - $884K
59K $4.77M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.09K
- 8.74%
$115.08 - $119.55 $701K - $728K
63.6K $7.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-13.4K
- 78.96%
$69.58 - $74.87 $929K - $1M
3.56K $249K
IQV
Iqvia Holdings Inc.

Healthcare
-699
- 3.43%
$190.97 - $236.63 $133K - $165K
19.7K $3.87M
XLI
Industrial Sector Spdr

ETFs
-5.72K
- 10.36%
$131.76 - $143.99 $754K - $824K
49.5K $6.52M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11.1K
- 33.12%
$81.68 - $82.93 $911K - $925K
22.5K $1.85M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.38K
- 10.61%
$88.71 - $114.86 $300K - $389K
28.5K $2.63M
BAX
Baxter International Inc

Healthcare
-16.5K
- 31.98%
$28.63 - $37.84 $472K - $624K
35.1K $1.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
-36.6K
- 7.6%
$94.43 - $105.47 $3.45M - $3.86M
445K $45.2M
NGG
National Grid PLC

Utilities
-4.47K
- 6.91%
$57.68 - $70.03 $258K - $313K
60.3K $3.58M
SPGI
S&P Global Inc.

Financial Services
-745
- 2.49%
$480.36 - $529.17 $358K - $394K
29.1K $14.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.02K
- 11.47%
$113.92 - $127.38 $799K - $894K
54.2K $6.24M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-7.75K
- 67.78%
$103.53 - $112.72 $802K - $874K
3.69K $383K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-35.9K
- 44.25%
$23.29 - $23.93 $836K - $859K
45.2K $1.06M
UPS
United Parcel Service Inc

Industrials
-1.44K
- 2.07%
$122.65 - $138.35 $177K - $199K
68.1K $8.58M
AVY
Avery Dennison Corp

Industrials
-2.21K
- 15.75%
$186.26 - $220.48 $412K - $488K
11.8K $2.22M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-26.3K
- 39.53%
$26.61 - $29.85 $700K - $786K
40.3K $1.09M
LKQ
Lkq Corp

Consumer Cyclical
-10.9K
- 7.27%
$36.0 - $39.99 $391K - $434K
138K $5.09M
GPC
Genuine Parts CO

Consumer Cyclical
-3.43K
- 16.73%
$113.11 - $143.63 $388K - $492K
17.1K $1.99M
PVAL
Putnam ETF Tr Putnam Focused L
-19.4K
- 10.83%
$36.85 - $39.99 $714K - $775K
160K $5.92M
EXPO
Exponent Inc

Industrials
-2.2K
- 8.86%
$88.94 - $114.63 $196K - $252K
22.6K $2.02M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-14.2K
- 50.19%
$59.58 - $67.31 $845K - $954K
14.1K $889K
XYL
Xylem Inc.

Industrials
-1.17K
- 3.18%
$116.02 - $137.45 $136K - $161K
35.6K $4.13M
ROL
Rollins Inc

Consumer Cyclical
-2.42K
- 1.45%
$46.35 - $51.59 $112K - $125K
164K $7.61M
EQR
Equity Residential

Real Estate
-10.3K
- 36.72%
$69.12 - $77.48 $712K - $798K
17.8K $1.27M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.95K
- 5.0%
$38.08 - $50.82 $112K - $150K
56.1K $2.14M
HUM
Humana Inc

Healthcare
-1.8K
- 32.33%
$233.89 - $304.18 $420K - $546K
3.76K $953K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-1.66K
- 7.84%
$104.0 - $138.19 $172K - $229K
19.5K $2.16M
VBK
Vanguard Small Cap Growth ETF

ETFs
-5.74K
- 8.78%
$264.18 - $304.19 $1.52M - $1.75M
59.7K $16.7M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.3K
- 4.28%
$110.5 - $128.26 $144K - $167K
29.1K $3.22M
D
Dominion Energy, Inc

Utilities
-10.3K
- 18.57%
$52.63 - $60.92 $541K - $626K
45.1K $2.43M
EFX
Equifax Inc

Industrials
-843
- 5.91%
$245.03 - $293.5 $207K - $247K
13.4K $3.42M
MTD
Mettler Toledo International Inc

Healthcare
-81
- 3.35%
$1160.67 - $1498.12 $94K - $121K
2.34K $2.86M
HOLX
Hologic Inc

Healthcare
-7.29K
- 28.23%
$70.76 - $83.72 $516K - $610K
18.5K $1.34M
SBAC
Sba Communications Corp

Real Estate
-2.56K
- 39.25%
$198.24 - $249.31 $508K - $639K
3.97K $808K
TDG
Trans Digm Group Inc

Industrials
-91
- 2.26%
$1239.0 - $1442.53 $113K - $131K
3.94K $4.99M
FTLS
First Tr Long/Short Equity ETF

ETFs
-12.3K
- 47.84%
$63.1 - $67.29 $774K - $825K
13.4K $879K
PUK
Prudential PLC

Financial Services
-36.3K
- 60.21%
$15.52 - $18.99 $563K - $689K
24K $382K
RACE
Ferrari N.V.

Consumer Cyclical
-987
- 14.65%
$422.83 - $490.34 $417K - $484K
5.75K $2.44M
CRL
Charles River Laboratories International, Inc.

Healthcare
-2.48K
- 12.19%
$178.58 - $220.69 $443K - $547K
17.9K $3.3M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-27.7K
- 50.57%
N/A
27.1K $690K
WCN
Waste Connections, Inc.

Industrials
-3.63K
- 31.54%
$171.06 - $193.25 $621K - $701K
7.88K $1.35M
INTC
Intel Corp

Technology
-22.2K
- 29.18%
$19.07 - $26.23 $424K - $583K
54K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
-15.3K
- 18.47%
$83.95 - $97.9 $1.28M - $1.49M
67.4K $6.22M
STE
Steris PLC

Healthcare
-1.29K
- 10.95%
$204.34 - $235.7 $264K - $305K
10.5K $2.16M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.01K
- 13.0%
$176.4 - $231.84 $354K - $465K
13.4K $2.37M
CHE
Chemed Corp

Healthcare
-666
- 13.91%
$517.44 - $613.19 $345K - $408K
4.12K $2.18M
BHP
Bhp Group LTD

Basic Materials
-9.44K
- 55.08%
$48.78 - $62.43 $460K - $589K
7.7K $375K
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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