High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
26
CS
Clear Street
New York
$1.76B Closed 4,400,000
27
Charles Schwab
Charles Schwab
California
$1.64B -66% 12,286,577
28
AWA
Arete Wealth Advisors
Illinois
$1.63B Closed 124,331
29
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.62B -67% 9,285,198
30
BWCS
Beirne Wealth Consulting Services
Connecticut
$1.55B -100% 42,048,449
31
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B Closed 6,657,712
32
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B -98% 35,544,843
33
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.48B -96% 27,256,426
34
GQG Partners
GQG Partners
Florida
$1.45B Closed 17,377,879
35
CSIA
Charles Schwab Investment Advisory
California
$1.43B -61% 54,412,392
36
Jennison Associates
Jennison Associates
New York
$1.43B Closed 4,532,442
37
MPM
MBB Public Markets
Illinois
$1.42B -88% 7,101,256
38
TCI Fund Management
TCI Fund Management
United Kingdom
$1.41B Closed 15,961,420
39
N
Nuveen
North Carolina
$1.4B -52% 12,941,419
40
Amundi
Amundi
France
$1.38B -70% 4,124,108
41
Deutsche Bank
Deutsche Bank
Germany
$1.33B -60% 3,961,220
42
AWA
Arete Wealth Advisors
Illinois
$1.31B Closed 4,322
43
JP Morgan Chase
JP Morgan Chase
New York
$1.31B -59% 22,111,224
44
Goldman Sachs
Goldman Sachs
New York
$1.25B -58% 12,432,008
45
Citadel Advisors
Citadel Advisors
Florida
$1.24B -94% 7,092,356
46
FCAS
First Command Advisory Services
Texas
$1.22B -99% 24,323,917
47
Vanguard Group
Vanguard Group
Pennsylvania
$1.21B Closed 37,659,141
48
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.2B -71% 17,962,906
49
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.2B -77% 17,897,799
50
Blackstone Inc
Blackstone Inc
New York
$1.19B Closed 99,889,464