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
EWA
EverSource Wealth Advisors’s
SentinelOne
S
Stock Holding History
EverSource Wealth Advisors’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
$292K
Buy
22,660
+18,122
+399%
+$252K
0.01%
858
2025
Q4
$68.1K
Buy
4,538
+1,979
+77%
+$32.4K
﹤0.01%
1532
2025
Q3
$45.1K
Sell
2,559
-1,699
-40%
-$30.5K
﹤0.01%
1782
2025
Q2
$77.8K
Buy
4,258
+3,593
+540%
+$65.7K
﹤0.01%
1339
2025
Q1
$12.1K
Buy
665
+280
+73%
+$6.08K
﹤0.01%
2003
2024
Q4
$8.55K
Buy
385
+222
+136%
+$5.67K
﹤0.01%
2081
2024
Q3
$3.9K
Buy
163
+21
+15%
+$474
﹤0.01%
2329
2024
Q2
$3.25K
Buy
142
+52
+58%
+$1.07K
﹤0.01%
2376
2024
Q1
$1.9K
Hold
90
–
–
﹤0.01%
2405
2023
Q4
$2.47K
Sell
90
-34
-27%
-$658
﹤0.01%
2112
2023
Q3
$2.09K
Buy
+124
New
+$1.96K
﹤0.01%
1991
2023
Q2
–
Sell
-43
Closed
-$727
–
2588
2023
Q1
$703
Buy
+43
New
+$649
﹤0.01%
2171
Other funds holding S
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
RM
Redpoint Management
Woodside, California
$201M AUM
39.14%
1-Year Est. Return
CG
Caprock Group
Boise, Idaho
$4.12B AUM
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
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