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MYIA
Mount Yale Investment Advisors’s
Fortune Brands Innovations
FBIN
Stock Holding History
Mount Yale Investment Advisors’s Portfolio
FBIN Stock Details
FBIN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-499
Closed
-$25.7K
–
987
2025
Q2
$25.7K
Buy
+499
New
+$26.1K
﹤0.01%
992
2023
Q1
–
Sell
-8,358
Closed
-$477K
–
497
2022
Q4
$477K
Sell
8,358
-1,416
-14%
-$74.4K
0.05%
286
2022
Q3
$449K
Buy
9,774
+22
+0.2%
+$1.2K
0.06%
280
2022
Q2
$499K
Sell
9,752
-212
-2%
-$12.4K
0.06%
292
2022
Q1
$633K
Sell
9,964
-709
-7%
-$54.5K
0.07%
270
2021
Q4
$975K
Sell
10,673
-87
-0.8%
-$7.53K
0.1%
205
2021
Q3
$822K
Sell
10,760
-293
-3%
-$24.4K
0.09%
216
2021
Q2
$941K
Sell
11,053
-743
-6%
-$65K
0.11%
184
2021
Q1
$966K
Sell
11,796
-1,833
-13%
-$139K
0.13%
171
2020
Q4
$999K
Sell
13,629
-246
-2%
-$17.9K
0.14%
166
2020
Q3
$1.03M
Sell
13,875
-731
-5%
-$48.9K
0.16%
148
2020
Q2
$798K
Sell
14,606
-2,945
-17%
-$137K
0.14%
153
2020
Q1
$649K
Buy
17,551
+1,414
+9%
+$74.7K
0.15%
140
2019
Q4
$948K
Sell
16,137
-1,526
-9%
-$80.3K
0.17%
123
2019
Q3
$942K
Sell
17,663
-1,016
-5%
-$46.2K
0.17%
121
2019
Q2
$830K
Buy
18,679
+339
+2%
+$15.1K
0.15%
120
2019
Q1
$746K
Buy
18,340
+453
+3%
+$17.4K
0.14%
128
2018
Q4
$691K
Buy
17,887
+1,086
+6%
+$41K
0.14%
139
2018
Q3
$653K
Buy
+16,801
New
+$790K
0.11%
143
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
Pictet Asset Management
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$94.8B AUM
24.11%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FPA
First Pacific Advisors
El Segundo, California
$7.13B AUM
21.51%
1-Year Est. Return
Amundi
Paris, France
$367B AUM
31.23%
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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