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  Name: Tolleson Wealth Management Inc.
  City: DALLAS
  State: TX
  Zip: 75205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $511,031,000
  Total Value Change : $25,698,000
  Securities Held Change : -2
   
All Securities Held : 81
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 12
  Unchanged Positions : 32
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QUBT)1 Year Chart         QUBT Quantum Computing Inc. 83 Closed $0.72 $0 0 0% -15,000 -16,000 0    N/A
   (VGZ)1 Year Chart         VGZ Vista Gold Corp 82 Closed $0.50 $0 0 0% -5,000 -10,000 0    Gold
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 86 Closed $182.15 $0 0 0% -648,000 -4,263 0    Internet Software & S...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 85 Closed $403.90 $0 0 0% -522,000 -1,464 0    Property & Casualty I...
   (INTC)1 Year Chart         INTC Intel Corp 84 Closed $31.06 $0 0 0% -201,000 -4,003 0    Semiconductor- Broad...

      5 Records Found
  1    
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