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
PCM
SRXH
Perkins Capital Management’s
SRX Global
SRXH
Stock Holding History
Perkins Capital Management’s Portfolio
SRXH Stock Details
SRXH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-18
Closed
-$10K
–
91
2023
Q4
$10K
Sell
18
-382
-96%
-$187K
0.01%
92
2023
Q3
$97K
Sell
400
-37
-8%
-$14.2K
0.1%
89
2023
Q2
$180K
Sell
437
-8
-2%
-$5.56K
0.16%
83
2023
Q1
$322K
Sell
445
-3
-0.7%
-$3.67K
0.3%
70
2022
Q4
$472K
Buy
448
+46
+11%
+$75.6K
0.5%
57
2022
Q3
$626K
Sell
402
-29
-7%
-$103K
0.7%
48
2022
Q2
$1.85M
Buy
431
+88
+26%
+$412K
1.92%
17
2022
Q1
$1.71M
Buy
343
+185
+117%
+$1.01M
1.4%
29
2021
Q4
$995K
Buy
158
+9
+6%
+$64.7K
0.67%
54
2021
Q3
$1.08M
Sell
149
-4
-3%
-$29.9K
0.67%
47
2021
Q2
$1.29M
Buy
+153
New
+$1.26M
0.73%
45
Other funds holding SRXH
BBHC
Brown Brothers Harriman & Co
New York
$18.6B AUM
15.81%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NB
NBT Bank
Norwich, New York
$1.53B AUM
21.16%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
FFWM
Future Financial Wealth Management
Cincinnati, Ohio
$155M AUM
13%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Group One Trading
Chicago, Illinois
$3.03B AUM
104.56%
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