Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Winthrop Advisory Group LLC
  City: BOSTON
  State: MA
  Zip: 02116
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $691,304,000
  Total Value Change : $51,168,000
  Securities Held Change : 2
   
All Securities Held : 141
  New Positions : 7
  Closed Positions : 6
  Increased Positions : 60
  Unchanged Positions : 17
  Decreased Positions : 57

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

   
Holdings Found : 6     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
   (ON)1 Year Chart         ON On Semiconductor Corp 143 Closed $72.31 $0 0 0% -201,000 -2,411 0    Semiconductor- Broad...
   (INTC)1 Year Chart         INTC Intel Corp 142 Closed $30.74 $0 0 0% -247,000 -4,924 0    Semiconductor- Broad...
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 147 Closed $264.00 $0 0 0% -209,000 -873 0    Business Services
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 146 Closed $49.56 $0 0 0% -237,000 -4,950 0    Closed - End Fund - F...
   (NKE)1 Year Chart         NKE Nike Inc B 145 Closed $96.55 $0 0 0% -304,000 -2,797 0    Textile - Apparel Foo...
   (MS)1 Year Chart         MS Morgan Stanley 144 Closed $97.14 $0 0 0% -208,000 -2,233 0    Investment Brokerage ...

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results