Wetherby Asset Management Inc Portfolio Holdings
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
Wetherby Asset Management Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 1263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $165M, Microsoft Corp with a value of $104M, Vanguard Total Stock Market Et with a value of $90.3M, Nvidia Corp with a value of $88.2M, and Amazon Com Inc with a value of $64.8M.
Examining the 13F form we can see an increase of $53.9M in the current position value, from $2.08B to 2.13B.
Wetherby Asset Management Inc is based out at San Francisco, CA
Below you can find more details about Wetherby Asset Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,263
- Current Value $2.13 Billion
- Prior Value $2.08 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 40 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 528 stocks