Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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AWM
AE Wealth Management’s
BlackRock Taxable Municipal Bond Trust
BBN
Stock Holding History
AE Wealth Management’s Portfolio
BBN Stock Details
BBN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-27,562
Closed
-$464K
–
1878
2022
Q4
$464K
Buy
+27,562
New
+$464K
﹤0.01%
1344
2021
Q4
–
Sell
-11,717
Closed
-$302K
–
1694
2021
Q3
$302K
Sell
11,717
-705
-
6
%
-$18.2K
﹤0.01%
1356
2021
Q2
$320K
Buy
+12,422
New
+$320K
﹤0.01%
1317
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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