High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
26
N
Nuveen
North Carolina
$5.05B -63% 8,866,222
27
CW
Curio Wealth
Maryland
$4.23B -100% 37,340
28
WA
Whipplewood Advisors
Colorado
$4.1B -100% 29,687
29
CW
Curio Wealth
Maryland
$4.09B -100% 58,091
30
GQG Partners
GQG Partners
Florida
$4.01B -75% 6,959,848
31
EP
Essential Planning
New Hampshire
$3.31B -98% 45,093,075
32
CW
Curio Wealth
Maryland
$3.29B -100% 24,960
33
CW
Curio Wealth
Maryland
$3.11B -100% 116,212
34
S2L
Sparta 24 Ltd
Israel
$3.05B -99% 31,628,438
35
WA
Whipplewood Advisors
Colorado
$2.99B -100% 55,140
36
EP
Essential Planning
New Hampshire
$2.94B -98% 76,559,683
37
SLG
Silver Lake Group
California
$2.88B Closed 91,976,482
38
CW
Curio Wealth
Maryland
$2.83B -100% 190,648
39
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.8B -92% 5,008,526
40
GQG Partners
GQG Partners
Florida
$2.78B -100% 25,684,436
41
Capital World Investors
Capital World Investors
California
$2.75B -51% 8,324,751
42
BA
Bridgewater Associates
Connecticut
$2.74B -59% 4,889,807
43
Charles Schwab
Charles Schwab
California
$2.72B -69% 107,429,526
44
Charles Schwab
Charles Schwab
California
$2.48B -70% 2,624,602
45
Fisher Asset Management
Fisher Asset Management
Washington
$2.34B -94% 22,735,111
46
GLF
Groupe la Francaise
France
$2.31B -99% 2,493,577
47
Fisher Asset Management
Fisher Asset Management
Washington
$2.3B -54% 24,652,350
48
GQG Partners
GQG Partners
Florida
$2.23B -100% 8,434,521
49
GQG Partners
GQG Partners
Florida
$2.23B -60% 2,705,511
50
CW
Curio Wealth
Maryland
$2.2B -100% 207,105