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
BRWA
B. Riley Wealth Advisors’s
Hannon Armstrong Sustainable Infrastructure Capital
HASI
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
HASI Stock Details
HASI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-8,526
Closed
-$213K
–
1574
2023
Q2
$213K
Buy
8,526
+54
+0.6%
+$1.41K
﹤0.01%
1323
2023
Q1
$245K
Sell
8,472
-4,468
-35%
-$141K
0.01%
1183
2022
Q4
$379K
Buy
12,940
+581
+5%
+$16.9K
0.01%
914
2022
Q3
$370K
Buy
12,359
+476
+4%
+$17.8K
0.01%
897
2022
Q2
$451K
Sell
11,883
-1,009
-8%
-$40.1K
0.02%
701
2022
Q1
$612K
Sell
12,892
-178
-1%
-$7.96K
0.02%
652
2021
Q4
$695K
Buy
13,070
+29
+0.2%
+$1.68K
0.02%
656
2021
Q3
$704K
Buy
13,041
+560
+4%
+$31.9K
0.02%
643
2021
Q2
$701K
Buy
12,481
+643
+5%
+$33.4K
0.02%
636
2021
Q1
$683K
Buy
11,838
+2,483
+27%
+$149K
0.02%
600
2020
Q4
$594K
Sell
9,355
-2,572
-22%
-$131K
0.03%
482
2020
Q3
$438K
Buy
+11,927
New
+$445K
0.02%
583
2020
Q2
–
Sell
-10,001
Closed
-$204K
–
877
2020
Q1
$204K
Buy
+10,001
New
+$316K
0.02%
667
Other funds holding HASI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Amundi
Paris, France
$367B AUM
31.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$95.1B AUM
30.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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