Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SWM
SVA Wealth Management’s
Schwab Fundamental US Small Company Index ETF
FNDA
Stock Holding History
SVA Wealth Management’s Portfolio
FNDA Stock Details
FNDA Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-16,592
Closed
-$545K
–
211
2018
Q4
$545K
Sell
16,592
-19,613
-
54
%
-$644K
0.06%
143
2018
Q3
$1.47M
Sell
36,205
-77,688
-
68
%
-$3.16M
0.15%
104
2018
Q2
$4.55M
Buy
+113,893
New
+$4.55M
0.49%
54
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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