Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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English
English
Deutsch
Español
Português
日本語
한국어
繁體中文
CAPTRUST Financial Advisors’s
Forum Markets
FRMM
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
FRMM Stock Details
FRMM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Hold
0
–
-$1K
–
4372
2020
Q4
–
Hold
0
–
–
–
3223
Other funds holding FRMM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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$7.6B AUM
109.3%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.88T AUM
44.46%
1-Year Est. Return
Mizuho Securities USA
New York
$6.2B AUM
35.46%
1-Year Est. Return
Virtu Financial
New York
$3.18B AUM
65.92%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$875B AUM
40.89%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$860B AUM
41.15%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$187B AUM
21.7%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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