Who owns FUNDX?
- Ticker: XCOR
- CUSIP Number: 360876809
Tip: Access positions for across all investors
Analyze quarterly positions in Fundx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FUNDX this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
One Capital Management | 923k | $57M | -2% | Mar 2024 |
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Creative Planning | 14k | $834k | -12% | Mar 2024 |
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Susquehanna International | 9.7k | $594k | -35% | Mar 2024 |
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AlTi Global | 7.3k | $447k | 100% | Mar 2024 |
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First American Trust | 6.4k | $393k | 0% | Mar 2024 |
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Gts Securities | 3.9k | $243k | -75% | Mar 2024 |
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AIMZ Investment Advisors | 3.3k | $200k | 100% | Mar 2024 |
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Morgan Stanley | 161.00 | $9.9k | 0% | Mar 2024 |
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Who sold out of Fundx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Glass Jacobson Investment Advisors | Dec 2023 | 1.2k | $64k |