Balanced Rock Investment Advisor MANAGER DIRECTED PORTFOLIOS Transaction History

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 2024
Number of Shares
408,847
Previous 412,844 0.97%
Holding current value
$4.54 Billion
Previous $3.99 Billion 13.78%
% of portfolio
3.56%
Previous 3.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-3,997 Reduced 0.97%
408,847 $4.54 Billion
Q2 2024

Jul 31, 2024
BUY
N/A
19,686 Added 5.01%
412,844 $3.99 Billion
Q1 2024

May 13, 2024
SELL
N/A
-64,923 Reduced 14.17%
393,158 $3.85 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
458,081 New
458,081 $4.56 Billion
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email