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BWP
Balboa Wealth Partners’s
SentinelOne
S
Stock Holding History
Balboa Wealth Partners’s Portfolio
S Stock Details
S Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-13,527
Closed
-$203K
–
481
2025
Q4
$203K
Sell
13,527
-43,860
-76%
-$718K
0.03%
378
2025
Q3
$1.01M
Buy
+57,387
New
+$1.03M
0.17%
90
2024
Q2
–
Sell
-10,947
Closed
-$255K
–
334
2024
Q1
$255K
Buy
10,947
+1,647
+18%
+$43K
0.08%
187
2023
Q4
$255K
Sell
9,300
-2,525
-21%
-$48.9K
0.08%
185
2023
Q3
$199K
Buy
+11,825
New
+$187K
0.07%
213
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$134B AUM
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1-Year Est. Return
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$57.5B AUM
55.25%
1-Year Est. Return
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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
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