For individuals, the Securities section of the Assets tab tracks stock holdings located for this prospect.
For organizations, groups, and households, the Wealth and Ratings - Securities page tracks all stock holdings located for this prospect/household. The section also stores information from Thomson Financial imported from WealthPoint.
The SEC Stock Information by Thomson Financial file includes stockholding information on public company officers, directors, and major shareholders. You are provided with the latest holdings, stock type, and type of ownership.
In addition, Target Analytics obtains stock prices from BATS Exchange, a securities trading company that provides up-to-date trade information at the close of each trading day. This updated data is reflected in the application whenever a new wealth search returns security information or a security transaction updates through a Data Refresh. The new price is included in the Direct holdings value and Indirect holdings value columns displayed on the Securities page. It is also included in the price information displayed in the Details pane of the Securities page.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add a Constituent’s Stockholding Information
Edit a Prospect’s Stockholding Information
Confirm a Prospect’s Stockholding Information
Unconfirm a Prospect's Stockholding Information
Reject Prospect Stockholding Information
Undo "Reject" on Prospect Securities Information
Delete a Prospect’s Stockholding Information
Export Stock Holding Information