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PI
PFS Investments’s
New York Times
NYT
Stock Holding History
PFS Investments’s Portfolio
NYT Stock Details
NYT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$321K
Buy
8,141
+2,936
+56%
+$112K
0.01%
435
2023
Q1
$203K
Buy
+5,205
New
+$192K
﹤0.01%
483
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1-Year Est. Return
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30.48%
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VH
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SP
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$4.14B AUM
16.9%
1-Year Est. Return
FCM
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$15.3B AUM
50.95%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JSP
Jackson Square Partners
Larkspur, California
$247M AUM
20.29%
1-Year Est. Return
DCP
Darsana Capital Partners
New York
$4.7B AUM
50.56%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ROIC
Route One Investment Company
San Francisco, California
$2.28B AUM
11.7%
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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