Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Blue Zone Wealth Advisors LLC
  City: LOS ANGELES
  State: CA
  Zip: 90049
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $290,870,000
  Total Value Change : $40,301,000
  Securities Held Change : 5
   
All Securities Held : 87
  New Positions : 10
  Closed Positions : 5
  Increased Positions : 48
  Unchanged Positions : 10
  Decreased Positions : 19

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

   
Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged 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
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 56 - $3,213.43 $1,259,000 433 0.43% 269,000 0 0.002    Restaurants
   (SNAP)1 Year Chart         SNAP Snap Inc 58 - $16.05 $1,190,000 103,674 0.41% -565,000 0 0.008    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 60 - $182.19 $796,000 4,551 0.27% 23,000 0 0    Beverage Soft Drinks...
   (COST)1 Year Chart         COST Costco Wholesale Corp 66 - $795.81 $504,000 688 0.17% 50,000 0 0    Discount, Variety Stores
   (SHOP)1 Year Chart         SHOP Shopify Inc 70 - $58.53 $315,000 4,080 0.11% -3,000 0 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 78 - $151.68 $272,000 1,996 0.09% 64,000 0 0    Semiconductor - Integ...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 79 - $134.34 $271,000 1,956 0.09% 15,000 0 0.001    Restaurants
   (VAXX)1 Year Chart         VAXX Vaxxinity, Inc. 85 - $0.00 $29,000 41,000 0.01% -6,000 0 0.037    N/A
   (THM)1 Year Chart         THM International Tower Hill Mi... 86 - $0.68 $16,000 23,000 0.01% 3,000 0 0.012    Gold
   (TRX)1 Year Chart         TRX TRX Gold Ord Shs 87 - $0.48 $6,000 15,972 0% 0 0 0.006    Silver

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