Alpha DNA Investment Management LLC Lowers Position in AbbVie Inc.
| WMBLX Fund | USD 13.39 0.05 0.37% |
Slightly above 62% of Wesmark Balanced's investor base is looking to short. The analysis of overall sentiment of trading Wesmark Balanced Fund mutual fund suggests that many investors are alarmed at this time. Wesmark Balanced's investing sentiment can be driven by a variety of factors including economic data, Wesmark Balanced's earnings reports, geopolitical events, and overall market trends.
Wesmark |
Alpha DNA Investment Management LLC trimmed its stake in shares of AbbVie Inc. by 33.2 percent in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,728 shares of the companys stock after selling 5,821 shares during the period. AbbVie accounts for 0.9 percent of Alpha
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Wesmark Balanced Fundamental Analysis
We analyze Wesmark Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wesmark Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wesmark Balanced 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.
One Year Return
One Year Return Comparative Analysis
Wesmark Balanced is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Wesmark Balanced 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 Wesmark Balanced mutual fund to make a market-neutral strategy. Peer analysis of Wesmark Balanced could also be used in its relative valuation, which is a method of valuing Wesmark Balanced by comparing valuation metrics with similar companies.
Peers
Wesmark Balanced Related Equities
| WMKSX | Wesmark Small | 0.46 | ||||
| PLBBX | Plumb Balanced | 0.35 | ||||
| WMBDX | Wesmark Government | 0.25 | ||||
| WMKMX | Wesmark West | 0.10 | ||||
| WMKGX | Wesmark Growth | 0.04 |
Other Information on Investing in Wesmark Mutual Fund
Wesmark Balanced financial ratios help investors to determine whether Wesmark 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 Wesmark with respect to the benefits of owning Wesmark Balanced security.
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