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Focused Wealth Management’s Ball Corp BALL Stock Holding History

Focused Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-800
Closed -$77K – 988
2021
Q4 		$77K Buy
+800
New +$74K 0.01% 316
2021
Q1 		– Sell
-660
Closed -$61K – 906
2020
Q4 		$61K Buy
+660
New +$61K 0.01% 331
2019
Q3 		– Sell
-2,000
Closed -$140K – 698
2019
Q2 		$140K Buy
+2,000
New +$124K 0.04% 189
2015
Q2 		– Sell
-514
Closed -$18K – 661
2015
Q1 		$18K Hold
514
– – 0.01% 332
2014
Q4 		$18K Hold
514
– – 0.01% 323
2014
Q3 		$16K Hold
514
– – 0.01% 354
2014
Q2 		$16K Buy
+514
New +$15K 0.01% 345

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return