WEALTHFRONT CORP quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, WEALTHFRONT CORP opened 11 positions, added to 69, reduced 22, sold out of 2 and left 0 unchanged. The largest increase in value was AMZN (+$9,421,000); the largest decrease was BMY (-$2,308,000).
- AMZN: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 11,251.
- KHC: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 11,378.
- DUK: Country of operation United States; Class COM NEW; Shares 2016-06-30 0; Shares 2016-09-30 10,594.
- MRSH: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 10,786.
Two Form 13F-HR filings compared (SEC CIK 1524566): 2016-06-30 (filed 2016-08-17) and 2016-09-30 (filed 2016-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||