Investments: Boston Standard Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
203.402.850 $-377.150 $204.001.000 $+17.231.000 $186.127.000 $+36.592.000 $151.095.000 $+151.095.000 $
BANK OF AMERICA CORP /DE/BAC158.959.610 $-2.552.390 $161.512.000 $+17.587.000 $143.925.000 $+19.615.000 $124.310.000 $+124.310.000 $
BlackRock, Inc.BLK24.987.266 $+949.266 $24.038.000 $-2.436.000 $26.474.000 $+3.901.000 $22.573.000 $+22.573.000 $
NVIDIA CORPNVDA15.147.864 $-17.136 $15.165.000 $+2.302.000 $12.863.000 $+12.472.000 $391.000 $+391.000 $
APPFOLIO INCAPPF860.821 $+43.821 $817.000 $+107.000 $710.000 $-133.000 $843.000 $+843.000 $
SVB WEALTH LLC221.000 $-630.000 $851.000 $+851.000 $
MICROSOFT CORPMSFT721.229 $-71.771 $793.000 $+30.000 $763.000 $+150.000 $613.000 $+613.000 $
BOEING COBA764.914 $+764.914 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC506.000 $+506.000 $
ALPHA PRO TECH LTDAPT417.745 $+93.745 $324.000 $+88.000 $236.000 $-33.000 $269.000 $+269.000 $
AMAZON COM INCAMZN414.784 $+48.784 $366.000 $+17.000 $349.000 $+143.000 $206.000 $+206.000 $
SPS COMMERCE INCSPSC374.909 $+47.909 $327.000 $+47.000 $280.000 $+280.000 $
MICRON TECHNOLOGY INCMU285.410 $+285.410 $
Accenture plcACN208.000 $-47.000 $255.000 $+255.000 $
Jumia Technologies AGJMIA238.459 $+13.459 $225.000 $+140.000 $85.000 $+10.000 $75.000 $+75.000 $
Walmart Inc.WMT229.839 $+16.839 $213.000 $-21.000 $234.000 $+234.000 $
NORTH STAR ASSET MANAGEMENT INC203.000 $+203.000 $
203.402.850 $-377.150 $204.001.000 $+17.231.000 $186.127.000 $+36.592.000 $151.095.000 $+151.095.000 $
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