Chartist Inc Portfolio Holdings

Chartist Inc

  • $124 Million
  • Q2 2024

Chartist Inc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Dow Jones Industrial Average ETF Trust with a value of $61.7M, Sherwin Williams CO with a value of $26.4M, Ishares Tr Russell 1000 ETF with a value of $16.1M, Spdr S&P 400 Mid Cap Growth Et with a value of $5.42M, and Ishares Russell 2000 ETF with a value of $5.3M.

Examining the 13F form we can see an decrease of $7.52M in the current position value, from $131M to 124M.

Chartist Inc is based out at Seal Beach, CA

Below you can find more details about Chartist Inc portfolio as well as his latest detailed transactions.

Portfolio value $124 Million
ETFs: $93.9 Million
Basic Materials: $26.4 Million
Consumer Cyclical: $1.92 Million
Utilities: $745,000
Financial Services: $620,000
Technology: $226,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $124 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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