Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WEALTHTRUST AXIOM LLC
  City: RADNOR
  State: PA
  Zip: 19087
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $299,101,000
  Total Value Change : $21,002,000
  Securities Held Change : 12
   
All Securities Held : 252
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 101
  Unchanged Positions : 60
  Decreased Positions : 78

                  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
   (GVP)1 Year Chart         GVP GSE Systems Inc 253 Closed $0.15 $0 0 0% -18,000 -87,417 0    Business Software & S...
   (SMR)1 Year Chart         SMR Nuscale Power Ord Shs Class A 258 Closed $5.66 $0 0 0% -106,000 -21,720 0    N/A
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 257 Closed $112.83 $0 0 0% -210,000 -2,450 0    Gas Utilities
   (FLR)1 Year Chart         FLR Fluor Corp 256 Closed $38.51 $0 0 0% -1,036,000 -28,236 0    Heavy Construction
   (SOFO)1 Year Chart         SOFO Sonic Foundry Inc 255 Closed $0.00 $0 0 0% -9,000 -14,331 0    Application Software
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 254 Closed $6.21 $0 0 0% -134,000 -21,656 0    Closed - End Fund - Debt

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