Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWM
ROIC
Abound Wealth Management’s
Retail Opportunity Investments Corp.
ROIC
Stock Holding History
Abound Wealth Management’s Portfolio
ROIC Stock Details
ROIC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-12
Closed
-$209
–
1337
2024
Q4
$209
Hold
12
–
–
﹤0.01%
1046
2024
Q3
$189
Buy
+12
New
+$175
﹤0.01%
1200
Other funds holding ROIC
DekaBank Deutsche Girozentrale
Frankfurt, Germany
$60.6B AUM
23.27%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close
