Which funds bought or sold undefined recently?
| Datesorted ascending | Fund Name | Type | % Portfolio | % Chg | $ Change | $ Held | # Shares |
|---|---|---|---|---|---|---|---|
| 2023-02-13 | APOGEM CAPITAL LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2023-01-23 | Sargent Bickham Lagudis LLC | UNCHANGED | Premium | Premium | Premium | Premium | 300 |
| 2022-10-26 | WIPFLI FINANCIAL ADVISORS LLC, | NEW | Premium | Premium | Premium | Premium | 564 |
| 2022-05-16 | Amalgamated Financial Corp. | NEW | Premium | Premium | Premium | Premium | 2,602 |
| 2022-05-16 | Parametric Portfolio Associates LLC | ADDED | Premium | Premium | Premium | Premium | 63,616 |
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 63,616 | 1,898,000 | - |
| Amalgamated Financial Corp. | 2,602 | 78,000 | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 564 | 11,000 | - |
| Sargent Bickham Lagudis LLC | 300 | 6,483 | - |
| APOGEM CAPITAL LLC | - | - | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Amalgamated Financial Corp. | 78,000 | - |
| Parametric Portfolio Associates LLC | 1,898,000 | - |
| Sargent Bickham Lagudis LLC | 6,483 | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 11,000 | - |
| APOGEM CAPITAL LLC | - | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Amalgamated Financial Corp. | 78,000 |
| WIPFLI FINANCIAL ADVISORS LLC, | 11,000 |
Additions
| Fund Name | % Increased |
|---|---|
| Parametric Portfolio Associates LLC | 39.37 |
Sold off
| Fund Name | $ Sold |
|---|---|
| APOGEM CAPITAL LLC | -668,000 |