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
SRXH
CAPTRUST Financial Advisors’s
SRX Global
SRXH
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
SRXH Stock Details
SRXH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Hold
0
–
-$2K
–
2337
2022
Q2
–
Hold
0
–
–
–
4431
2022
Q1
–
Hold
0
–
–
–
4462
Other funds holding SRXH
MAM
Must Asset Management
Seoul, South Korea
$40.9M AUM
22.53%
1-Year Est. Return
BGIM
Brandywine Global Investment Management
Philadelphia, Pennsylvania
$14.9B AUM
20.41%
1-Year Est. Return
IP
Invenire Partners
Ridgefield, Connecticut
$65.4M AUM
18.1%
1-Year Est. Return
PCM
Perkins Capital Management
Wayzata, Minnesota
$107M AUM
82.62%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors
Denver, Colorado
$108M AUM
50.68%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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