Coston, Mc Isaac & Partners Incresed Positions in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILCB
Ishares Morningstar U.S. Equit

ETFs
2
+ 0.33%
$78.43 - $84.56 $157 - $169
610 $49K
Oakmark International Investor
1
+ 2.38%
N/A
43 $0
Mfs Value I
464
+ 20.07%
N/A
2.78K $0
Putnam International Equity A
23
+ 5.37%
N/A
451 $0
Putnam Global Health Care A
8
+ 4.94%
N/A
170 $0
Putnam Emerging Markets Equity A
5
+ 1.38%
N/A
368 $0
Putnam Core Equity Fund A
53
+ 4.08%
N/A
1.35K $0
Northern Small Cap Value
94
+ 57.67%
N/A
257 $0
Oakmark Equity And Income Investor
2
+ 0.4%
N/A
500 $0
Principal Small Midcap Dividend Inc Inst
5
+ 3.52%
N/A
147 $0
Putnam Research A
16
+ 7.41%
N/A
232 $0
T. Rowe Price U.S. Equity Research I
2
+ 0.53%
N/A
379 $0
T. Rowe Price Small Cap Value
8
+ 8.89%
N/A
98 $0
T. Rowe Price Health Sciences
107
+ 12.6%
N/A
956 $0
T. Rowe Price Growth Stock
102
+ 6.44%
N/A
1.69K $0
American Funds Smallcap World F1
1
+ 0.97%
N/A
104 $0
T. Rowe Price Equity Income
91
+ 5.22%
N/A
1.83K $0
T. Rowe Price Comm & Tech Investor
102
+ 7.1%
N/A
1.54K $0
T. Rowe Price Capital Appreciation
134
+ 2.07%
N/A
6.6K $0
T. Rowe Price All Cap Opportunities Fund
270
+ 8.89%
N/A
3.31K $0
Putnam Sustainable Future A
54
+ 11.61%
N/A
519 $0
Mfs Value A
36
+ 3.45%
N/A
1.08K $0
Mfs Mid Cap Growth I
2
+ 7.69%
N/A
28 $0
Janus Henderson Global Select T
83
+ 9.7%
N/A
939 $0
Janus Henderson Forty T
161
+ 10.5%
N/A
1.69K $0
Fidelity Advisor New Insights A
264
+ 5.16%
N/A
5.38K $0
Invesco Value Opportunities A
60
+ 7.49%
N/A
861 $0
Fidelity Advisor New Insights M
38
+ 3.57%
N/A
1.1K $0
Invesco Oppenheimer International Gr A
100
+ 10.86%
N/A
1.02K $0
Harding Loevner Emerging Markets Advisor
2
+ 22.22%
N/A
11 $0
First Eagle Global I
32
+ 5.55%
N/A
609 $0
Fidelity Advisor Small Cap M
264
+ 16.18%
N/A
1.9K $0
Fidelity Advisor Equity Growth M
377
+ 12.82%
N/A
3.32K $0
Clearbridge Dividend Strategy I
7
+ 7.37%
N/A
102 $0
Mfs International Intrinsic Value I
219
+ 130.36%
N/A
387 $0
Mfs International Intrinsic Value A
76
+ 6.24%
N/A
1.29K $0
Mfs Growth I
117
+ 31.97%
N/A
483 $0
Mfs Growth A
19
+ 13.19%
N/A
163 $0
Mfs Global Growth A
28
+ 5.14%
N/A
573 $0
Artisan International Investor
26
+ 10.2%
N/A
281 $0
Macquarie Value Inst
831
+ 30.24%
N/A
3.58K $0
Blackrock Health Sciences Opps Inv A
28
+ 5.11%
N/A
576 $0
Bny Mellon S&P 500 Index
101
+ 8.92%
N/A
1.23K $0
Fidelity Advisor Stock Selec Mid Cp M
6
+ 2.64%
N/A
233 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.11%
$77.02 - $78.58 $77 - $78.6
91 $7K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15
+ 5.1%
$115.08 - $119.55 $1.73K - $1.79K
309 $35K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1
+ 0.62%
$42.89 - $48.05 $42.9 - $48.1
162 $7K
Fidelity Wise Origin Bitcoin Fund
453
+ 3.24%
N/A
14.4K $0
Dimensnl Ultrashrt Fixedincm ETF
30.8K
+ 52154.24%
N/A
30.8K $0
Activity Summary
Buys All Purchases 326 New Holdings 51 Increased Positions 275 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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