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
Search
Sign in
Sign up
MP
McDonald Partners’s
Siren ETF Trust Siren NexGen Economy ETF
BLCN
Stock Holding History
McDonald Partners’s Portfolio
BLCN Stock Details
BLCN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-17,070
Closed
-$324K
–
229
2023
Q3
$324K
Hold
17,070
–
–
0.11%
184
2023
Q2
$368K
Sell
17,070
-757
-4%
-$16K
0.11%
181
2023
Q1
$382K
Buy
17,827
+6,045
+51%
+$131K
0.12%
171
2022
Q4
$239K
Sell
11,782
-1,060
-8%
-$23.6K
0.08%
203
2022
Q3
$285K
Hold
12,842
–
–
0.11%
179
2022
Q2
$326K
Buy
12,842
+245
+2%
+$7.48K
0.08%
226
2022
Q1
$467K
Buy
+12,597
New
+$481K
0.1%
205
2021
Q4
–
Sell
-12,265
Closed
-$547K
–
565
2021
Q3
$547K
Buy
12,265
+215
+2%
+$10K
0.13%
180
2021
Q2
$572K
Hold
12,050
–
–
0.14%
171
2021
Q1
$580K
Buy
12,050
+380
+3%
+$17.5K
0.15%
159
2020
Q4
$476K
Buy
+11,670
New
+$431K
0.13%
172
Other funds holding BLCN
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AAS
Ameritas Advisory Services
Lincoln, Nebraska
$2.58B AUM
18.84%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close