News + Filings Holdings
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WealthStone, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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nCino OpCo, Inc.
| NCNO | COM | 56,469 | 56,469 | 3,767,000 | 3,767,000 | 1.31 | 0.06 |
Hist
| 03/31/2021 |
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SHYFT GROUP, INC.
| SHYF | COM | 92,815 | 92,815 | 3,452,000 | 3,452,000 | 1.20 | 0.26 |
Hist
| 03/31/2021 |
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V F CORP
| VFC | Common | 12,410 | 12,410 | 991,000 | 991,000 | 0.35 | 0.00 |
Hist
| 03/31/2021 |
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NBT BANCORP INC
| NBTB | COM | 14,349 | 14,349 | 572,000 | 572,000 | 0.20 | 0.03 |
Hist
| 03/31/2021 |
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Wendy's Co
| WEN | COM | 26,713 | 26,713 | 541,000 | 541,000 | 0.19 | 0.01 |
Hist
| 03/31/2021 |
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Bath & Body Works, Inc.
| LB | Common | 5,364 | 5,364 | 331,000 | 331,000 | 0.12 | 0.00 |
Hist
| 03/31/2021 |
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AIA Group Ltd/ADR
| AAGIY | common | 6,504 | 6,504 | 319,000 | 319,000 | 0.11 | |
Hist
| 03/31/2021 |
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iSHARES TRUST
| IXUS | Common | 3,990 | 3,990 | 280,000 | 280,000 | 0.10 | |
Hist
| 03/31/2021 |
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DEERE & CO
| DE | Common | 745 | 745 | 278,000 | 278,000 | 0.10 | 0.00 |
Hist
| 03/31/2021 |
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KROGER CO
| KR | Common | 7,518 | 7,518 | 270,000 | 270,000 | 0.09 | 0.00 |
Hist
| 03/31/2021 |
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TheRealReal, Inc.
| REAL | COM | 11,846 | 11,846 | 268,000 | 268,000 | 0.09 | 0.01 |
Hist
| 03/31/2021 |
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SK TELECOM CO LTD
| SKM | Common | 9,823 | 9,823 | 267,000 | 267,000 | 0.09 | |
Hist
| 03/31/2021 |
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Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 5,000 | 5,000 | 258,000 | 258,000 | 0.09 | |
Hist
| 03/31/2021 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 3,315 | 3,315 | 256,000 | 256,000 | 0.09 | 0.00 |
Hist
| 03/31/2021 |
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EBAY INC
| EBAY | Common | 4,031 | 4,031 | 246,000 | 246,000 | 0.09 | 0.00 |
Hist
| 03/31/2021 |
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GENERAL DYNAMICS CORP
| GD | Common | 1,310 | 1,310 | 237,000 | 237,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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ROYAL BANK OF CANADA
| RY | Common | 2,567 | 2,567 | 236,000 | 236,000 | 0.08 | |
Hist
| 03/31/2021 |
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CITIGROUP INC
| C | COM | 3,248 | 3,248 | 236,000 | 236,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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U-Haul Holding Co /NV/
| UHAL | Common | 380 | 380 | 232,000 | 232,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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AMERICAN ELECTRIC POWER CO INC
| AEP | Common | 2,716 | 2,716 | 230,000 | 230,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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BIOGEN INC.
| BIIB | Common | 818 | 818 | 228,000 | 228,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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WILLIAMS COMPANIES, INC.
| WMB | Common | 9,657 | 9,657 | 228,000 | 228,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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IQVIA HOLDINGS INC.
| IQV | COM | 1,168 | 1,168 | 225,000 | 225,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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ALASKA AIR GROUP, INC.
| ALK | Common | 3,231 | 3,231 | 223,000 | 223,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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PROLOGIS
| PLD | Common Stock | 2,093 | 2,093 | 221,000 | 221,000 | 0.08 | |
Hist
| 03/31/2021 |
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ASTRAZENECA PLC
| AZN | SPONSORED ADR | 4,435 | 4,435 | 220,000 | 220,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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Airbus SE/ADR
| EADSY | Common Stock | 7,773 | 7,773 | 220,000 | 220,000 | 0.08 | |
Hist
| 03/31/2021 |
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GENERAC HOLDINGS INC.
| GNRC | COM | 668 | 668 | 218,000 | 218,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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APPLIED MATERIALS INC /DE
| AMAT | Common | 1,628 | 1,628 | 217,000 | 217,000 | 0.08 | 0.00 |
Hist
| 03/31/2021 |
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PACCAR INC
| PCAR | Common | 2,324 | 2,324 | 215,000 | 215,000 | 0.07 | 0.00 |
Hist
| 03/31/2021 |
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CARNIVAL CORP
| CCL | Common | 8,119 | 8,119 | 215,000 | 215,000 | 0.07 | 0.00 |
Hist
| 03/31/2021 |
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Mondelez International, Inc.
| MDLZ | COM | 3,676 | 3,676 | 215,000 | 215,000 | 0.07 | 0.00 |
Hist
| 03/31/2021 |
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iSHARES TRUST
| IEFA | Common | 2,950 | 2,950 | 212,000 | 212,000 | 0.07 | |
Hist
| 03/31/2021 |
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SHOPIFY INC.
| SHOP | Common | 192 | 192 | 212,000 | 212,000 | 0.07 | 0.00 |
Hist
| 03/31/2021 |
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CONOCOPHILLIPS
| COP | Common | 4,016 | 4,016 | 212,000 | 212,000 | 0.07 | 0.00 |
Hist
| 03/31/2021 |
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