Stammdaten
Unternehmen & Branche
| Name | NORTH POINT PORTFOLIO MANAGERS CORP/OH |
|---|---|
| Ticker | |
| CIK | 0001105344 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 430.837 | 434.023 | -3.186 | 14.906.944 | Reduziert | -0,7% | |
| Westside Investment Management, Inc. | 2.412.470 | 1.954.239 | 458.231 | 2.412.470 | Aufgestockt | +23,4% | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 18.891 | 18.891 | 0 | 972.178 | Unverändert | 0,0% | |
| FULTON BANK, N.A. | 6.234 | 6.234 | 0 | 649.349 | Unverändert | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 206.008 | 0 | 206.008 | 227.990 | Neu | +100,0% | |
| Arvest Bank Trust Division | 6.172 | 0 | 6.172 | 213.574 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 503 | 503 | 0 | 34.306 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 430.837 | 434.023 | -0,7% | 14.906.944 | 77,69 | 10 Q |
| Westside Investment Management, Inc. | 2.412.470 | 1.954.239 | +23,4% | 2.412.470 | 12,57 | 8 Q |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 18.891 | 18.891 | 0,0% | 972.178 | 5,07 | 11 Q |
| FULTON BANK, N.A. | 6.234 | 6.234 | 0,0% | 649.349 | 3,38 | 4 Q |
| Arvest Bank Trust Division | 6.172 | 0 | +100,0% | 213.574 | 1,11 | 1 Q |
| Financial Gravity Asset Management, Inc. | 503 | 503 | 0,0% | 34.306 | 0,18 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 6 | 2,9 | 19 |
| 31.12.2025 | ✓ | 6 | 2,6 | 19 |
| 30.09.2025 | ✓ | 10 | 3,2 | 20 |
| 30.06.2025 | ✓ | 7 | 1,4 | 19 |
| 31.03.2025 | ✓ | 6 | 2,1 | 19 |
| 31.12.2024 | ✓ | 7 | 4,0 | 21 |
Top 10 Neueinsteiger
Keine Neueinsteiger.Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Westside Investment Management, Inc. | 1.954.239 | 648.105 | +49.6 % | 1.954.239 |
| Fairfield Financial Advisors, LTD | 434.023 | 29.557 | +7.3 % | 15.507.657 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 18.891 | 12.044 | +175.9 % | 997.893 |
| Kohmann Bosshard Financial Services, LLC | 206.008 | 6.008 | +3.0 % | 227.990 |
| Financial Gravity Asset Management, Inc. | 503 | 38 | +8.2 % | 36.424 |