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
ZH
EverSource Wealth Advisors’s
Zhihu
ZH
Stock Holding History
EverSource Wealth Advisors’s Portfolio
ZH Stock Details
ZH Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.02K
Buy
+257
New
+$1.02K
﹤0.01%
3722
2024
Q1
–
Sell
-1,710
Closed
-$1.6K
–
3019
2023
Q4
$1.6K
Buy
+1,710
New
+$1.6K
﹤0.01%
2244
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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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