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
SFS
Sowell Financial Services’s
VirnetX Holding Corp
VHC
Stock Holding History
Sowell Financial Services’s Portfolio
VHC Stock Details
VHC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-1,087
Closed
-$95K
–
2660
2021
Q1
$95K
Sell
1,087
-16
-1%
-$2K
﹤0.01%
1390
2020
Q4
$111K
Hold
1,103
–
–
﹤0.01%
1119
2020
Q3
$116K
Buy
1,103
+14
+1%
+$1.5K
0.01%
923
2020
Q2
$142K
Sell
1,089
-1,029
-49%
-$126K
0.01%
855
2020
Q1
$232K
Hold
2,118
–
–
0.02%
613
2019
Q4
$161K
Sell
2,118
-10
-0.5%
-$1K
0.01%
781
2019
Q3
$230K
Buy
+2,128
New
+$254K
0.02%
594
2019
Q1
$189K
Buy
+1,493
New
+$155K
0.02%
531
Other funds holding VHC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CC
Cannell & Co
New York
$3.15B AUM
30.62%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
HAI
Hennessy Advisors Inc
Novato, California
$2.77B AUM
58.14%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
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