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 | 942k | $52M | -4% | Dec 2023 |
|
Gts Securities | 16k | $888k | 174% | Dec 2023 |
|
Creative Planning | 15k | $855k | 0% | Dec 2023 |
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Susquehanna International | 15k | $730k | 96% | Sep 2023 |
|
First American Trust | 6.4k | $353k | 0% | Dec 2023 |
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Glass Jacobson Investment Advisors | 1.2k | $64k | 0% | Dec 2023 |
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Morgan Stanley | 161.00 | $7.9k | 0% | Sep 2023 |
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Who sold out of Fundx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pnc Financial Services | Sep 2023 | 697.00 | $34k |
UBS Group | Sep 2023 | 300.00 | $15k |