Investments: Topel & Distasi 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. ($)
150.208.540 $+3.302.870 $146.905.670 $+6.841.123 $140.064.547 $-14.999.922 $155.064.469 $+155.064.469 $
BANK OF AMERICA CORP /DE/BAC129.938.484 $+2.879.861 $127.058.623 $+5.299.346 $121.759.277 $-12.615.984 $134.375.261 $+134.375.261 $
BlackRock, Inc.BLK17.548.999 $+322.223 $17.226.776 $+565.402 $16.661.374 $-2.264.689 $18.926.063 $+18.926.063 $
APPFOLIO INCAPPF1.099.130 $+69.661 $1.029.469 $+199.967 $829.502 $-68.570 $898.072 $+898.072 $
MICROSOFT CORPMSFT438.144 $-31.102 $469.246 $+469.246 $
AMAZON COM INCAMZN440.635 $+21.476 $419.159 $+419.159 $
NEXTERA ENERGY INCNEE251.437 $+15.002 $236.435 $-98.725 $335.160 $-7.097 $342.257 $+342.257 $
JOHNSON & JOHNSONJNJ247.926 $+25.793 $222.133 $-21.503 $243.636 $-20.879 $264.515 $+264.515 $
BERKSHIRE HATHAWAY INCBRK-B243.785 $-44 $243.829 $+8.231 $235.598 $-22.703 $258.301 $+258.301 $
150.208.540 $+3.302.870 $146.905.670 $+6.841.123 $140.064.547 $-14.999.922 $155.064.469 $+155.064.469 $
Erweiterte Einstellungen ×