Balanced Rock Investment Advisor Purchases and Sells in Q4 2024

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
16.7K
+ 12.92%
$49.79 - $51.14 $829K - $852K
146K $7.3B
16.3K
+ 11.33%
$46.33 - $48.6 $755K - $792K
160K $7.44B
338
+ 5.9%
$260.27 - $280.65 $88K - $94.9K
6.07K $1.64B
20
+ 0.37%
$316.94 - $357.88 $6.34K - $7.16K
5.47K $1.88B
3.21K
+ 6.2%
$48.91 - $50.61 $157K - $163K
55K $2.7B
33.6K
+ 116.89%
$24.06 - $48.88 $809K - $1.64M
62.4K $1.5B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
198K
New
N/A
198K $6.5B
84K
New
N/A
84K $2.78B
DIMENSIONAL ETF TRUST
88.8K
New
N/A
88.8K $2.27B
18.2K
New
N/A
18.2K $691M
18.2K
New
$29.0 - $31.6 $528K - $575K
18.2K $531M
BROOKFIELD RENEWABLE CORP
14K
New
N/A
14K $386M
View all

Top Sells

Reduced Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
-27.6K
- 27.66%
$64.62 - $71.43 $1.78M - $1.97M
72.1K $4.66B
-12.7K
- 24.43%
$75.65 - $83.47 $964K - $1.06M
39.4K $3B
-28.6K
- 31.18%
$37.27 - $41.46 $1.07M - $1.19M
63.2K $2.35B
MANAGER DIRECTED PORTFOLIOS
-85.2K
- 20.84%
N/A
324K $3.28B
-15.8K
- 57.7%
$39.22 - $47.52 $621K - $753K
11.6K $459M
-7.51K
- 58.77%
$87.85 - $98.6 $659K - $740K
5.27K $469M
View all
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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