CoStar Group, Inc. Shares Bought by Icon Wealth Advisors LLC
| WFDAX Fund | USD 27.24 2.80 9.32% |
Slightly above 61% of Wells Fargo's investor base is looking to short. The analysis of overall sentiment of trading Wells Fargo Discovery mutual fund suggests that many investors are alarmed at this time. Wells Fargo's investing sentiment can be driven by a variety of factors including economic data, Wells Fargo's earnings reports, geopolitical events, and overall market trends.
Wells |
Icon Wealth Advisors LLC increased its stake in CoStar Group, Inc. by 8,314.1 percent during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 409,934 shares of the technology companys stock after acquiring an additional 405,062 shares
Read at thelincolnianonline.com
 |
Wells Fargo Fundamental Analysis
We analyze Wells Fargo's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wells Fargo using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wells Fargo based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Price To Sales
Price To Sales Comparative Analysis
Wells Fargo is currently under evaluation in price to sales among similar funds. Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Wells Fargo Discovery Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Wells Fargo mutual fund to make a market-neutral strategy. Peer analysis of Wells Fargo could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with similar companies.
Peers
Wells Fargo Related Equities
| ASTIX | Astor Longshort | 0.28 | ||||
| TSDCX | Touchstone Ultra | 0.00 | ||||
| CMGUX | Cmg Ultra | 0.00 | ||||
| BIIPX | Blackrock Short | 0.10 | ||||
| AOUNX | Angel Oak | 0.10 | ||||
| VMSSX | Virtus Multi | 0.22 | ||||
| BPIRX | Boston Partners | 0.52 | ||||
| SNORX | Easterly Snow | 1.09 |
Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |