Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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EWA
STEW
EverSource Wealth Advisors’s
SRH Total Return Fund
STEW
Stock Holding History
EverSource Wealth Advisors’s Portfolio
STEW Stock Details
STEW Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-142
Closed
-$1.89K
–
2660
2023
Q2
$1.89K
Hold
142
–
–
﹤0.01%
2038
2023
Q1
$1.74K
Hold
142
–
–
﹤0.01%
1974
2022
Q4
$1.8K
Hold
142
–
–
﹤0.01%
1944
2022
Q3
$2K
Buy
+142
New
+$2K
﹤0.01%
1724
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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