Empfehlung
9,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
41.8
3 neu, 4 erhöht, 1,3M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | FRANKLIN STREET ADVISORS INC /NC |
|---|---|
| Ticker | |
| CIK | 0001010873 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-24 12:52:49.746958 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FRANKLIN STREET ADVISORS INC /NC | 1,487,753 | 1,512,357 | -24,604 | 53,324,882 | Reduziert | -1,6% | |
| SVB WEALTH LLC | 30,563 | 16,497 | 14,066 | 2,215,500 | Aufgestockt | +85,3% | |
| EdgeRock Capital LLC | 7,573 | 0 | 7,573 | 474,827 | Neu | +100,0% | |
| Miller Investment Management, LP | 57,015 | 57,015 | 0 | 439,586 | Unverändert | 0,0% | |
| Sageworth Trust Co | 1,701 | 0 | 1,701 | 382,011 | Neu | +100,0% | |
| AUXIER ASSET MANAGEMENT LLC | 1,050 | 1,050 | 0 | 233,761 | Unverändert | 0,0% | |
| Douglass Winthrop Advisors, LLC | 1,000 | 1,001 | -1 | 222,630 | Reduziert | -0,1% | |
| Ancora Advisors LLC | 1,994 | 700 | 1,294 | 124,034 | Aufgestockt | +184,9% | |
| WINSLOW ASSET MANAGEMENT INC | 146,198 | 146,352 | -154 | 8,642 | Reduziert | -0,1% | |
| S&CO INC | 9,643 | 9,643 | 0 | 2,146 | Unverändert | 0,0% | |
| SlateStone Wealth, LLC | 7,029 | 7,029 | 0 | 415 | Unverändert | 0,0% | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 4,548 | 4,548 | 0 | 330 | Unverändert | 0,0% | |
| AR ASSET MANAGEMENT INC | 36,691 | 36,691 | 0 | 283 | Unverändert | 0,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 1,138 | 943 | 195 | 83 | Aufgestockt | +20,7% | |
| Heritage Wealth Advisors | 1,100 | 1,100 | 0 | 0 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| FRANKLIN STREET ADVISORS INC /NC | 1,487,753 | 53,324,882 | 94.26 |
| SVB WEALTH LLC | 30,563 | 2,215,500 | 3.92 |
| Miller Investment Management, LP | 57,015 | 439,586 | 0.78 |
| AUXIER ASSET MANAGEMENT LLC | 1,050 | 233,761 | 0.41 |
| Douglass Winthrop Advisors, LLC | 1,000 | 222,630 | 0.39 |
| Ancora Advisors LLC | 1,994 | 124,034 | 0.22 |
| WINSLOW ASSET MANAGEMENT INC | 146,198 | 8,642 | 0.02 |
| S&CO INC | 9,643 | 2,146 | 0.00 |
| SlateStone Wealth, LLC | 7,029 | 415 | 0.00 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 4,548 | 330 | 0.00 |
| AR ASSET MANAGEMENT INC | 36,691 | 283 | 0.00 |
| HANTZ FINANCIAL SERVICES, INC. | 1,138 | 83 | 0.00 |
| Heritage Wealth Advisors | 1,100 | 0 | 0.00 |