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Company Main View
Name:
ADVOCATE GROUP LLC
City:
MINNETONKA
State:
MN
Zip:
55305
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$502,963,000
Total Value Change :
$37,125,000
Securities Held Change :
6
All Securities Held :
122
New Positions
:
7
Closed Positions
:
3
Increased Positions
:
52
Unchanged Positions
:
18
Decreased Positions
:
45
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
XEL
Xcel Energy Inc
125
Closed
$55.85
$0
0
0%
-825,000
-13,320
0
Electric Utilities
PNC
PNC Financial Services Grou...
124
Closed
$160.89
$0
0
0%
-1,664,000
-10,745
0
Domestic Money Center...
SBUX
Starbucks Corp
123
Closed
$75.28
$0
0
0%
-209,000
-2,182
0
Specialty Eateries
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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