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FAM
Fulcrum Asset Management’s
Block Inc
XYZ
Stock Holding History
Fulcrum Asset Management’s Portfolio
XYZ Stock Details
XYZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Hold
0
–
–
–
174
2021
Q4
–
Hold
0
–
–
–
92
2021
Q3
–
Hold
0
–
–
–
93
2021
Q2
–
Hold
0
–
–
–
44
2021
Q1
–
Hold
0
–
–
–
71
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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