Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: WMS PARTNERS, LLC
  City: TOWSON
  State: MD
  Zip: 21204
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,452,507,000
  Total Value Change : $92,865,000
  Securities Held Change : 12
   
All Securities Held : 266
  New Positions : 21
  Closed Positions : 13
  Increased Positions : 109
  Unchanged Positions : 52
  Decreased Positions : 84

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 267 Closed $264.65 $0 0 0% -220,000 -805 0    Diversified Chemicals
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 273 Closed $91.70 $0 0 0% -1,137,000 -11,500 0    Closed - End Fund - E...
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 279 Closed $277.92 $0 0 0% -220,000 -849 0    Closed - End Fund - E...
   (MCO)1 Year Chart         MCO Moodys Corp 272 Closed $415.09 $0 0 0% -298,000 -763 0    Business Services
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 278 Closed $172.05 $0 0 0% -233,000 -1,183 0    Drugs - Generic
   (SPPP)1 Year Chart         SPPP Sprott Physical Platinum An... 271 Closed $10.36 $0 0 0% -276,000 -27,345 0    N/A
   (CSGP)1 Year Chart         CSGP CoStar Group Inc 277 Closed $87.19 $0 0 0% -224,000 -2,559 0    Business Software & S...
   (TUA)1 Year Chart         TUA Simplify Short Term Treasur... 270 Closed $0.00 $0 0 0% 0 -10,000 0    N/A
   (PNFP)1 Year Chart         PNFP Pinnacle Financial Partners... 276 Closed $81.52 $0 0 0% -218,000 -2,500 0    Domestic Regional Banks
   (XLE)1 Year Chart         XLE SPDR Energy Sector 269 Closed $92.08 $0 0 0% -355,000 -4,240 0    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 275 Closed $100.49 $0 0 0% -339,000 -3,400 0    Closed - End Fund - Debt
   (EGY)1 Year Chart         EGY VAALCO Energy Inc 268 Closed $6.00 $0 0 0% -54,000 -12,000 0    Independent Oil & Gas
   (PPLT)1 Year Chart         PPLT Aberdeen Standard Phys Plat... 274 Closed $95.40 $0 0 0% -629,000 -6,898 0    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us