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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SWZ
Cetera Investment Advisers’s
Swiss Helvetia Fund
SWZ
Stock Holding History
Cetera Investment Advisers’s Portfolio
SWZ Stock Details
SWZ Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
2023
Q1
$358K
Sell
2022
Q4
$400K
Buy
2022
Q3
–
Sell
2022
Q2
$440K
Hold
2022
Q1
$516K
Buy
2021
Q4
$499K
Buy
2021
Q3
$443K
Buy
2021
Q2
$265K
Buy
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
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