Investments: Straight Path Wealth Management

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. ($)
218.078.396 $-11.817.255 $229.895.651 $+58.415.629 $172.123.601 $+29.802.021 $142.321.580 $+142.321.580 $
BANK OF AMERICA CORP /DE/BAC193.522.222 $-4.224.711 $197.746.933 $+44.296.840 $153.450.093 $+23.414.797 $130.035.296 $+130.035.296 $
MORGAN STANLEYMS10.196.727 $+521.478 $9.675.249 $+1.379.942 $8.295.307 $+2.758.151 $5.537.156 $+5.537.156 $
PALATIN TECHNOLOGIES INCPTNT3.873.173 $-1.725.844 $5.599.017 $+2.643.599 $2.955.418 $+1.243.702 $1.711.716 $+1.711.716 $
BP PLCBP520.950 $-4.092.150 $4.613.100 $+4.162.953 $450.147 $-58.055 $508.202 $+508.202 $
PFIZER INCPFE1.333.744 $-1.074.524 $2.408.268 $+1.094.072 $1.314.196 $+356.167 $958.029 $+958.029 $
Rocket Lab CorpRKLB1.269.632 $-752.170 $2.021.802 $+1.245.593 $776.209 $+776.209 $
GOLDMAN SACHS GROUP INCGS1.255.937 $+32.353 $1.223.584 $+100.817 $1.122.767 $+612.735 $510.032 $+510.032 $
AbbVie Inc.ABBV998.958 $-13.335 $1.012.293 $+1.012.293 $
APPFOLIO INCAPPF1.006.426 $+96.888 $909.538 $+194.726 $714.812 $-54.868 $769.680 $+769.680 $
CELESTICA INCCLS694.684 $-287.471 $982.155 $+615.296 $366.859 $+142.250 $224.609 $+224.609 $
Bloom Energy CorpBE477.895 $-419.585 $897.480 $+897.480 $
RAYMOND JAMES FINANCIAL INCRJF826.406 $+23.824 $802.582 $+21.878 $780.704 $+110.759 $669.945 $+669.945 $
NVIDIA CORPNVDA515.301 $+1.087 $514.214 $+92.697 $421.517 $+115.885 $305.632 $+305.632 $
3M COMMM456.872 $+16.145 $440.727 $+440.727 $
SPS COMMERCE INCSPSC399.877 $+131.853 $268.024 $+268.024 $
MICROSOFT CORPMSFT361.494 $-28.765 $390.259 $+27.416 $362.843 $+98.772 $264.071 $+264.071 $
Roblox CorpRBLX202.575 $-144.418 $346.993 $+346.993 $
SCHWAB CHARLES CORPSCHW201.918 $-58.844 $260.762 $+11.553 $249.209 $+35.320 $213.889 $+213.889 $
VERIZON COMMUNICATIONS INCVZ207.031 $-16.367 $223.398 $+3.457 $219.941 $+219.941 $
BlackRock, Inc.BLK213.446 $+213.446 $
FORD MOTOR COF186.707 $+14.111 $172.596 $+172.596 $
218.078.396 $-11.817.255 $229.895.651 $+58.415.629 $172.123.601 $+29.802.021 $142.321.580 $+142.321.580 $
Erweiterte Einstellungen ×