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
BAAM
Baker Avenue Asset Management’s
ePlus
PLUS
Stock Holding History
Baker Avenue Asset Management’s Portfolio
PLUS Stock Details
PLUS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-18
Closed
-$1.14K
–
1191
2023
Q3
$1.14K
Hold
18
–
–
﹤0.01%
1244
2023
Q2
$1.01K
Sell
18
-9
-33%
-$443
﹤0.01%
1175
2023
Q1
$1.32K
Hold
27
–
–
﹤0.01%
1094
2022
Q4
$1.2K
Buy
+27
New
+$1.26K
﹤0.01%
1049
Other funds holding PLUS
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GCM
Geneva Capital Management
Milwaukee, Wisconsin
$4.71B AUM
6.32%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AC
AltraVue Capital
Bellevue, Washington
$1.16B AUM
46.45%
1-Year Est. Return
GC
Gobi Capital
San Francisco, California
$1.71B AUM
7.28%
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