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PMFA
Plante Moran Financial Advisors’s
Weibo
WB
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
WB Stock Details
WB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-250
Closed
-$10K
–
1155
2020
Q4
$10K
Buy
+250
New
+$10.6K
﹤0.01%
632
2019
Q2
–
Sell
-400
Closed
-$25K
–
853
2019
Q1
$25K
Buy
400
+185
+86%
+$11.5K
0.01%
442
2018
Q4
$13K
Buy
+215
New
+$13K
﹤0.01%
477
2018
Q2
–
Sell
-29
Closed
-$3K
–
986
2018
Q1
$3K
Buy
+29
New
+$3.7K
﹤0.01%
807
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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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