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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LWM
Loveless Wealth Management’s
State Street SPDR Bloomberg Convertible Securities ETF
CWB
Stock Holding History
Loveless Wealth Management’s Portfolio
CWB Stock Details
CWB Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$616K
Hold
2022
Q1
$734K
Sell
2021
Q4
$800K
Sell
2021
Q3
$827K
Sell
2021
Q2
$907K
Sell
2021
Q1
$916K
Buy
2020
Q4
$898K
Buy
2020
Q3
$741K
Buy
2020
Q2
$574K
Buy
2020
Q1
–
Sell
2019
Q4
$340K
Buy
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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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