Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Running Point Capital Advisors LLC
  City: EL SEGUNDO
  State: CA
  Zip: 90245
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $223,343,000
  Total Value Change : $18,403,000
  Securities Held Change : -18
   
All Securities Held : 143
  New Positions : 10
  Closed Positions : 28
  Increased Positions : 32
  Unchanged Positions : 51
  Decreased Positions : 50

                  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:  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
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 50 New $166.42 $617,000 3,388 0.28% 617,000 3,388 0    Drug Manufacturers - ...
   (CVX)1 Year Chart         CVX Chevron Corp 58 New $162.67 $496,000 3,144 0.22% 496,000 3,144 0    Integrated Oil & Gas
   (ABT)1 Year Chart         ABT Abbott Laboratories 69 New $104.09 $370,000 3,257 0.17% 370,000 3,257 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 73 New $167.64 $319,000 1,968 0.14% 319,000 1,968 0    Cleaning Products
   (MCD)1 Year Chart         MCD McDonalds Corp 90 New $272.38 $209,000 740 0.09% 209,000 740 0    Restaurants
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 114 New $105.04 $33,000 329 0.01% 33,000 329 0    Closed - End Fund - Debt
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 119 New $143.28 $21,000 152 0.01% 21,000 152 0.001    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 121 New $208.63 $18,000 80 0.01% 18,000 80 0    N/A
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 124 New $45.87 $13,000 285 0.01% 13,000 285 0    Closed - End Fund - E...
   (PICK)1 Year Chart         PICK Ishares Msci Global Select ... 128 New $0.00 $6,000 135 0% 6,000 135 0.001    N/A

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