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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FPS
DFS
Fieldpoint Private Securities’s
Discover Financial Services
DFS
Stock Holding History
Fieldpoint Private Securities’s Portfolio
DFS Stock Details
DFS Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$113K
Sell
2022
Q1
$312K
Buy
2021
Q4
$324K
Buy
2021
Q3
$218K
Buy
2021
Q2
$205K
Buy
2021
Q1
$44K
Buy
2019
Q4
–
Sell
2019
Q3
$27K
Sell
2019
Q2
$29K
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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