Balanced Rock Investment Advisor Purchases and Sells in Q1 2024

Balanced Rock Investment Advisor

  • $117 Billion
  • Q1 2024

Top Buys

Incresed Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
142K
+ 272.45%
$38.81 - $45.23 $5.5M - $6.41M
194K $8.75B
8.19K
+ 49.36%
$102.91 - $114.96 $843K - $942K
24.8K $2.85B
19K
+ 66.1%
$48.47 - $49.33 $923K - $940K
47.9K $2.35B
13.7K
+ 29.99%
$61.82 - $64.13 $847K - $878K
59.4K $3.79B
19.4K
+ 86.62%
$36.5 - $41.08 $707K - $796K
41.8K $1.72B
12.9K
+ 96.99%
$57.73 - $61.4 $745K - $792K
26.2K $1.55B
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
28.3K
New
$54.01 - $57.17 $1.53M - $1.62M
28.3K $1.57B
5.24K
New
$251.48 - $289.44 $1.32M - $1.52M
5.24K $1.5B
1.43K
New
$301.05 - $346.61 $430K - $495K
1.43K $492M
14.7K
New
$23.36 - $30.68 $342K - $450K
14.7K $360M
17.2K
New
$17.16 - $17.98 $295K - $309K
17.2K $304M
8.19K
New
$26.17 - $26.88 $214K - $220K
8.19K $220M
View all

Top Sells

Reduced Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
-40.1K
- 47.28%
$35.41 - $38.86 $1.42M - $1.56M
44.7K $1.74B
-23.3K
- 14.52%
$50.36 - $51.06 $1.17M - $1.19M
137K $6.94B
-20.7K
- 39.17%
$39.39 - $42.14 $817K - $874K
32.2K $1.36B
MANAGER DIRECTED PORTFOLIOS
-64.9K
- 14.17%
N/A
393K $3.85B
-7.43K
- 35.28%
$82.58 - $89.12 $613K - $662K
13.6K $1.18B
-19.1K
- 52.36%
$25.16 - $25.51 $480K - $487K
17.4K $443M
View all
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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