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IFWM
FABC
Institute for Wealth Management’s
Fabric.AI Inc
FABC
Stock Holding History
Institute for Wealth Management’s Portfolio
FABC Stock Details
FABC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-556
Closed
-$48.7K
–
457
2023
Q2
$48.7K
Hold
556
–
–
0.01%
461
2023
Q1
$38.8K
Hold
556
–
–
0.01%
447
2022
Q4
$27.2K
Hold
556
–
–
0.01%
451
2022
Q3
$42K
Hold
556
–
–
0.01%
445
2022
Q2
$60K
Hold
556
–
–
0.01%
525
2022
Q1
$91K
Buy
+556
New
+$92K
0.01%
531
2020
Q2
–
Sell
-30
Closed
-$9K
–
428
2020
Q1
$9K
Hold
30
–
–
﹤0.01%
401
2019
Q4
$17K
Hold
30
–
–
﹤0.01%
570
2019
Q3
$14K
Buy
+30
New
+$17.3K
﹤0.01%
417
Other funds holding FABC
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
C
Certuity
North Palm Beach, Florida
$1.52B AUM
37.29%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
Group One Trading
Chicago, Illinois
$3.03B AUM
104.56%
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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