PFPWX
Parnassus Value Equity Fund
1W: -1.5%
1M: -2.8%
3M: -2.3%
YTD: +13.5%
1Y: +18.1%
3Y: +71.5%
5Y: +56.8%
$64.23
+0.32 (+0.50%)
Weekly Expected Move ±1.2%
$62
$63
$64
$65
$65
Institutional Ownership — PFPWX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors | 0 | 0K | -5,967 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 5,967 | 383K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.