Stammdaten
Unternehmen & Branche
| Name | HAZLETT, BURT & WATSON, INC. |
|---|---|
| Ticker | |
| CIK | 0000046392 |
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 |
|---|---|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 468.014 | 122.830 | 345.184 | 13.112.348 | Aufgestockt | +281,0% | |
| Kesler, Norman & Wride, LLC | 58.453 | 58.043 | 410 | 1.637.674 | Aufgestockt | +0,7% | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42.574 | 50.999 | -8.425 | 1.192.796 | Reduziert | -16,5% | |
| Tidal Investments LLC | 22.610 | 0 | 22.610 | 605.604 | Neu | +100,0% | |
| Centric Wealth Management | 18.435 | 18.809 | -374 | 549.251 | Reduziert | -2,0% | |
| ZEGA Investments, LLC | 15.079 | 0 | 15.079 | 422.468 | Neu | +100,0% | |
| Ascentis Wealth Management, LLC | 10.144 | 0 | 10.144 | 284.202 | Neu | +100,0% | |
| Ascentis Independent Advisors | 891 | 0 | 891 | 24.962 | Neu | +100,0% | |
| Betterment LLC | 20.537 | 22.168 | -1.631 | 575 | Reduziert | -7,4% | |
| DHJJ Financial Advisors, Ltd. | 14 | 14 | 0 | 393 | Unverändert | 0,0% | |
| HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0 | 10 | Unverändert | 0,0% | |
| WELLS FARGO & COMPANY/MN | 0 | 0 | 0 | 3 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 468.014 | 122.830 | +281,0% | 13.112.348 | 76,00 | 9 Q |
| Kesler, Norman & Wride, LLC | 58.453 | 58.043 | +0,7% | 1.637.674 | 9,49 | 7 Q |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42.574 | 50.999 | -16,5% | 1.192.796 | 6,91 | 4 Q |
| Centric Wealth Management | 18.435 | 18.809 | -2,0% | 549.251 | 3,18 | 8 Q |
| ZEGA Investments, LLC | 15.079 | 0 | +100,0% | 422.468 | 2,45 | 1 Q |
| Ascentis Wealth Management, LLC | 10.144 | 0 | +100,0% | 284.202 | 1,65 | 1 Q |
| JPMORGAN CHASE & CO | 1.013 | 0 | +100,0% | 28.034 | 0,16 | – |
| Ascentis Independent Advisors | 891 | 0 | +100,0% | 24.962 | 0,14 | 1 Q |
| Betterment LLC | 20.537 | 22.168 | -7,4% | 575 | 0,00 | 4 Q |
| DHJJ Financial Advisors, Ltd. | 14 | 14 | 0,0% | 393 | 0,00 | 8 Q |
| HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0,0% | 10 | 0,00 | 12 Q |
| WELLS FARGO & COMPANY/MN | 0 | 0 | 0,0% | 3 | 0,00 | 3 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 0,6 | 17 |
| 31.12.2025 | ✓ | 8 | 0,3 | 7 |
| 30.09.2025 | ✓ | 8 | 0,4 | 9 |
| 30.06.2025 | ✓ | 8 | 0,3 | 6 |
| 31.03.2025 | ✓ | 7 | 0,2 | 4 |
| 31.12.2024 | ✓ | 9 | 0,9 | 22 |
Top 10 Neueinsteiger
Keine Neueinsteiger.Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Cambria Investment Management, L.P. | 122.830 | 23.547 | +23.7 % | 3.289.873 |
| Kesler, Norman & Wride, LLC | 58.043 | 8.580 | +17.3 % | 1.554.652 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 50.999 | -22.058 | -30.2 % | 1.365.998 |
| Tidal Investments LLC | 22.610 | -4.241 | -15.8 % | 605.604 |
| Betterment LLC | 22.168 | -754 | -3.3 % | 594 |
| Centric Wealth Management | 18.809 | -429 | -2.2 % | 550.255 |
| HAZLETT, BURT & WATSON, INC. | 4 | -5 | -55.6 % | 12 |