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HERZ
Corient Private Wealth’s
Herzfeld Credit Income Fund
HERZ
Stock Holding History
Corient Private Wealth’s Portfolio
HERZ Stock Details
HERZ Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
2025
Q4
$123K
Buy
2025
Q3
$54.6K
Hold
2025
Q2
$58K
Buy
2025
Q1
$58K
Hold
2024
Q4
$50.8K
Hold
2024
Q3
$49.1K
Buy
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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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