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HFP
Holistic Financial Partners’s
Labcorp
LH
Stock Holding History
Holistic Financial Partners’s Portfolio
LH Stock Details
LH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-133
Closed
-$18K
–
225
2018
Q1
$18K
Buy
133
+19
+17%
+$2.79K
0.02%
280
2017
Q4
$16K
Buy
+114
New
+$15.1K
0.01%
302
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$1.47T AUM
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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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