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FIA
ROIC
Foundations Investment Advisors’s
Retail Opportunity Investments Corp.
ROIC
Stock Holding History
Foundations Investment Advisors’s Portfolio
ROIC Stock Details
ROIC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-13,820
Closed
-$240K
–
941
2024
Q4
$240K
Buy
13,820
+1,421
+11%
+$23.8K
﹤0.01%
728
2024
Q3
$195K
Buy
+12,399
New
+$181K
﹤0.01%
781
Other funds holding ROIC
DekaBank Deutsche Girozentrale
Frankfurt, Germany
$60.6B AUM
23.27%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
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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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