Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
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Stock index based on fund manager consensus updated each quarter
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HA
AVDG
Herold Advisors’s
AVDR US LargeCap ESG ETF
AVDG
Stock Holding History
Herold Advisors’s Portfolio
AVDG Stock Details
AVDG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-4,975
Closed
-$155K
–
727
2022
Q1
$155K
Buy
+4,975
New
+$151K
0.06%
230
Other funds holding AVDG
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
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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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