Ft Vest Us Equity Moderate B
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Ft Vest Us Equity Moderate B (GMAR), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Us Equity Moderate B (GMAR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Ft Vest Us Equity Moderate B (GMAR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Ft Vest Us Equity Moderate B (GMAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Eric Duncan@Northcrest Asset Manangement, Llc
| 0.02% | $333,886 9,093 shares@ 36.72 avg price | |
Stephanie West@Org Partners Llc
| 0.05% | $318,416 8,500 shares@ 37.47 avg price | Increased 466.67% |
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.03% | $272,340 7,270 shares@ 37.47 avg price | |
Brian Evans@Madrona Financial Services, Llc
| 0.07% | $237,501 6,340 shares@ 37.47 avg price | |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.01% | $12,175 325 shares@ 37.47 avg price |