Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WHALEROCK POINT PARTNERS LLC
  City: PROVIDENCE
  State: RI
  Zip: 02903
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $366,582,000
  Total Value Change : $43,786,000
  Securities Held Change : 10
   
All Securities Held : 175
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 42
  Unchanged Positions : 76
  Decreased Positions : 43

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

   
Holdings Found : 4     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
   (ALB)1 Year Chart         ALB Albemarle Corp 173 Closed $123.44 $0 0 0% -219,000 -1,513 0    Synthetics
   (TSLX)1 Year Chart         TSLX Sixth Street Specialty Lend... 172 Closed $17.60 $0 0 0% -224,000 -10,375 0    Mortgage Investment
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 171 Closed $43.53 $0 0 0% -271,000 -6,587 0    Closed - End Fund - E...
   (BTT)1 Year Chart         BTT Blackrock Municipal Target ... 170 Closed $20.28 $0 0 0% -416,000 -20,000 0    N/A

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