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
Dfa Intl Sustainability Core 1
108
+ 1.0%
N/A
10.9K $0
Dfa Us Sustainability Core 1
9
+ 0.22%
N/A
4.18K $0
Dfa Us Targeted Value I
4
+ 0.36%
N/A
1.12K $0
Dodge & Cox Stock I
1
+ 0.41%
N/A
247 $0
Dimensional 2060 Target Dt Rtr Inc Instl
47
+ 1.19%
N/A
4.01K $0
Dimensional 2055 Target Dt Rtr Inc Instl
2
+ 1.32%
N/A
154 $0
Aqr Large Cap Defensive Style I
326
+ 23.59%
N/A
1.71K $0
Dimensional 2050 Target Dt Rtr Inc Instl
4
+ 1.3%
N/A
312 $0
Dimensional 2045 Target Dt Rtr Inc Instl
4
+ 2.03%
N/A
201 $0
Dimensional 2040 Target Dt Rtr Inc Instl
4
+ 1.47%
N/A
277 $0
Dimensional 2025 Target Dt Rtr Inc Instl
4
+ 0.82%
N/A
493 $0
Dfa International Value Iii
8
+ 0.32%
N/A
2.5K $0
Dfa International Value I
22
+ 0.99%
N/A
2.24K $0
Dfa International Small Company I
99
+ 0.97%
N/A
10.3K $0
X
United States Steel Corp

Basic Materials
1
+ 0.28%
$30.14 - $42.31 $30.1 - $42.3
363 $12K
Siriusxm Hldgs Inc Class Equity
30
+ 2.56%
N/A
1.2K $0
PLUG
Plug Power Inc

Industrials
233
+ 629.73%
$1.87 - $2.67 $436 - $622
270 $0
Dfa Global Allocation 25/75 I
442
+ 2.21%
N/A
20.5K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 1.2%
$24.61 - $25.12 $49.2 - $50.2
169 $4K
K
Kellogg CO

Consumer Defensive
1
+ 0.23%
$80.34 - $81.29 $80.3 - $81.3
439 $35K
ACCO
Acco Brands Corp

Industrials
4
+ 1.05%
$4.81 - $6.32 $19.2 - $25.3
385 $2K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12
+ 2.07%
$14.28 - $14.81 $171 - $178
591 $8K
Transamerica Mid Cap Value Opps I
1.02K
+ 10.1%
N/A
11.1K $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11
+ 2.19%
$8.24 - $11.07 $90.6 - $122
513 $4K
Ab Large Cap Growth Advisor
16
+ 6.4%
N/A
266 $0
Dfa International Small Cap Value I
172
+ 1.46%
N/A
12K $0
Dfa Global Allocation 60/40 I
1.69K
+ 2.13%
N/A
81.1K $0
Dfa Emerging Markets Value I
12
+ 0.77%
N/A
1.58K $0
Dfa Emerging Markets I
2
+ 0.54%
N/A
374 $0
Dfa Commodity Strategy Institutional
16
+ 1.63%
N/A
1K $0
Columbia Contrarian Core Inst3
329
+ 9.26%
N/A
3.88K $0
Baron Small Cap Instl
215
+ 12.31%
N/A
1.96K $0
Aqr Small Cap Multi Style R6
125
+ 13.3%
N/A
1.07K $0
Amg River Road Dividend All Cap Value I
151
+ 74.38%
N/A
354 $0
Two Harbors Investments
16
+ 3.93%
N/A
423 $0
American Funds Washington Mutual A
475
+ 4.21%
N/A
11.7K $0
Victory Sycamore Established Value I
43
+ 10.41%
N/A
456 $0
Victory 500 Index Member
41
+ 2.37%
N/A
1.77K $0
Versus Capital Real Assets
41
+ 0.68%
N/A
6.04K $0
Vanguard Windsor Ii Inv
244
+ 9.65%
N/A
2.77K $0
Vanguard Wellington Inv
194
+ 9.06%
N/A
2.34K $0
American Funds Intl Gr And Inc F2
1
+ 1.33%
N/A
76 $0
Vanguard Wellesley Income Inv
75
+ 2.25%
N/A
3.4K $0
Vanguard Wellesley Income Admiral
1
+ 3.7%
N/A
28 $0
Vanguard Us Growth Investor
14
+ 4.59%
N/A
319 $0
American Funds Amcap A
313
+ 4.83%
N/A
6.8K $0
American Funds American Balanced A
55
+ 5.23%
N/A
1.11K $0
American Funds Growth Fund Of Amer F1
131
+ 7.76%
N/A
1.82K $0
American Funds Smallcap World A
20
+ 0.55%
N/A
3.63K $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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