Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Waypoint Wealth Partners Inc.
  City: SAN FRANCISCO
  State: CA
  Zip: 94105
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $351,478,000
  Total Value Change : $29,096,000
  Securities Held Change : -3
   
All Securities Held : 71
  New Positions : 2
  Closed Positions : 5
  Increased Positions : 19
  Unchanged Positions : 27
  Decreased Positions : 23

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (UNP)1 Year Chart         UNP Union Pacific Corp 43 New $229.01 $492,000 2,000 0.14% 492,000 2,000 0    Railroads
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 66 New $155.34 $244,000 1,340 0.07% 244,000 1,340 0    Drug Manufacturers - ...

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