Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Waypoint Capital Advisors LLC
City:
Minneapolis
State:
MN
Zip:
55426
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$382,255,000
Total Value Change :
$38,411,000
Securities Held Change :
-1
All Securities Held :
116
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
56
Unchanged Positions
:
30
Decreased Positions
:
27
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
XOM
Exxon Mobil Corp
117
Closed
$115.48
$0
0
0%
-216,000
-2,159
0
Integrated Oil & Gas
AVSF
Avantis Shortterm Fixed Inc...
120
Closed
$0.00
$0
0
0%
-407,000
-8,768
0
N/A
CVX
Chevron Corp
119
Closed
$157.57
$0
0
0%
-252,000
-1,687
0
Integrated Oil & Gas
WMT
Wal-Mart Stores Inc
118
Closed
$60.24
$0
0
0%
-205,000
-1,298
0
Discount, Variety Stores
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us