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
AFG
Altiora Financial Group’s
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
Stock Holding History
Altiora Financial Group’s Portfolio
PDBC Stock Details
PDBC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-20,347
Closed
-$273K
–
96
2024
Q3
$273K
Hold
20,347
–
–
0.06%
85
2024
Q2
$286K
Hold
20,347
–
–
0.07%
78
2024
Q1
$282K
Sell
20,347
-3,060
-13%
-$41.1K
0.08%
73
2023
Q4
$311K
Buy
23,407
+990
+4%
+$14.2K
0.09%
67
2023
Q3
$335K
Hold
22,417
–
–
0.16%
46
2023
Q2
$305K
Sell
22,417
-1,812
-7%
-$25.2K
0.13%
51
2023
Q1
$345K
Sell
24,229
-4,274
-15%
-$61.4K
0.16%
48
2022
Q4
$421K
Buy
+28,503
New
+$475K
0.21%
42
Other funds holding PDBC
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SWM
SigFig Wealth Management
San Francisco, California
$3.77B AUM
15.99%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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