Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRBO
Ishares Robotics & Artificial

ETFs
137
+ 16.1%
N/A
988 $31K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
59
+ 7.12%
$65.31 - $74.15 $3.85K - $4.37K
888 $59K
KEY
Keycorp

Financial Services
210
+ 50.6%
$16.21 - $19.97 $3.4K - $4.19K
625 $10K
USA
Liberty All Star Equity Fund

Financial Services
549
+ 24.59%
$6.82 - $7.46 $3.74K - $4.1K
2.78K $19K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1
+ 0.19%
$99.95 - $129.9 $100 - $130
516 $55K
MGA
Magna International Inc

Consumer Cyclical
90
+ 147.54%
$39.47 - $46.46 $3.55K - $4.18K
151 $6K
MATX
Matson, Inc.

Industrials
30
+ 32.97%
$131.18 - $167.37 $3.94K - $5.02K
121 $16K
TMST
Timken Steel Corp

Basic Materials
220
+ 1833.33%
N/A
232 $4K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
250
+ 9.14%
$6.27 - $8.49 $1.57K - $2.12K
2.99K $21K
MFG
Mizuho Financial Group Inc

Financial Services
473
+ 14.95%
$4.05 - $5.26 $1.92K - $2.49K
3.64K $17K
NUDM
Nuveen Esg International Devel

ETFs
254
+ 20.87%
$30.06 - $33.38 $7.64K - $8.48K
1.47K $44K
PLXS
Plexus Corp

Technology
20
+ 76.92%
$133.8 - $168.44 $2.68K - $3.37K
46 $7K
PFC
Premier Financial Corp

Financial Services
33
+ 2.1%
$22.57 - $28.85 $745 - $952
1.61K $41K
PCOR
Procore Technologies, Inc.

Technology
40
+ 33.9%
$58.8 - $85.72 $2.35K - $3.43K
158 $11K
PUK
Prudential PLC

Financial Services
286
+ 117.21%
$15.52 - $18.99 $4.44K - $5.43K
530 $8K
RCI
Rogers Communications Inc

Communication Services
113
+ 538.1%
$30.36 - $39.38 $3.43K - $4.45K
134 $4K
FNDB
Schwab Fundamental U S Broad M

ETFs
807
+ 269.0%
$23.07 - $70.32 $18.6K - $56.7K
1.11K $25K
SSB
South State Corp

Financial Services
27
+ 3.05%
$94.05 - $111.93 $2.54K - $3.02K
912 $90K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
66
+ 29.33%
$89.81 - $104.0 $5.93K - $6.86K
291 $26K
SF
Stifel Financial Corp

Financial Services
15
+ 8.06%
$93.4 - $117.72 $1.4K - $1.77K
201 $21K
ERIC
Ericsson Lm Telephone CO

Technology
356
+ 12.03%
$7.36 - $8.59 $2.62K - $3.06K
3.32K $26K
ELY
Callaway Golf CO

Consumer Cyclical
215
+ 140.52%
N/A
368 $6K
TDG
Trans Digm Group Inc

Industrials
34
+ 13.77%
$1239.0 - $1442.53 $42.1K - $49K
281 $356K
TREX
Trex CO Inc

Industrials
36
+ 3.85%
$62.94 - $79.88 $2.27K - $2.88K
970 $66K
USNA
Usana Health Sciences Inc

Consumer Defensive
108
+ 900.0%
$33.38 - $41.29 $3.61K - $4.46K
120 $4K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.34%
$251.33 - $271.45 $503 - $543
582 $151K
WK
Workiva Inc

Technology
4
+ 4.12%
$76.11 - $114.78 $304 - $459
101 $11K
ABCL
Ab Cellera Biologics Inc.

Healthcare
931
+ 265.24%
$2.48 - $3.15 $2.31K - $2.93K
1.28K $3K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
165
+ 568.97%
$14.29 - $18.76 $2.36K - $3.1K
194 $3K
AEIS
Advanced Energy Industries Inc

Industrials
19
+ 25.68%
$101.71 - $122.72 $1.93K - $2.33K
93 $10K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 6.17%
$175.77 - $196.52 $1.76K - $1.97K
172 $31K
AKAM
Akamai Technologies Inc

Technology
27
+ 30.68%
N/A
115 $10K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
95
+ 88.79%
$26.18 - $35.42 $2.49K - $3.36K
202 $6K
APPF
Appfolio Inc

Technology
5
+ 3.73%
$192.07 - $269.26 $960 - $1.35K
139 $34K
APLE
Apple Hospitality Reit, Inc.

Real Estate
130
+ 7.12%
$14.68 - $16.32 $1.91K - $2.12K
1.96K $30K
MT
Arcelor Mittal

Basic Materials
155
+ 58.71%
$22.93 - $26.51 $3.55K - $4.11K
419 $9K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
174
+ 966.67%
$17.7 - $26.34 $3.08K - $4.58K
192 $3K
ATKR
Atkore Inc.

Industrials
33
+ 366.67%
$82.02 - $104.45 $2.71K - $3.45K
42 $3K
BIDU
Baidu, Inc.

Communication Services
45
+ 128.57%
$80.33 - $115.13 $3.61K - $5.18K
80 $6K
BRX
Brixmor Property Group Inc.

Real Estate
125
+ 57.6%
N/A
342 $7K
BRO
Brown & Brown, Inc.

Financial Services
46
+ 7.0%
$100.93 - $113.42 $4.64K - $5.22K
703 $71K
CHT
Chunghwa Telecom CO LTD

Communication Services
143
+ 15.56%
$37.24 - $39.29 $5.33K - $5.62K
1.06K $39K
CMP
Compass Minerals International Inc

Basic Materials
403
+ 22.68%
$10.59 - $15.7 $4.27K - $6.33K
2.18K $24K
CNM
Core & Main, Inc.

Industrials
44
+ 67.69%
$41.91 - $55.78 $1.84K - $2.45K
109 $5K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
19
+ 10.98%
$42.99 - $56.89 $817 - $1.08K
192 $10K
DLB
Dolby Laboratories, Inc.

Industrials
35
+ 63.64%
$70.91 - $81.98 $2.48K - $2.87K
90 $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.76K
+ 17.3%
$75.95 - $88.05 $134K - $155K
12K $911K
ELS
Equity Lifestyle Properties Inc

Real Estate
63
+ 31.34%
$66.06 - $72.51 $4.16K - $4.57K
264 $17K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
175
+ 111.46%
$12.71 - $22.33 $2.22K - $3.91K
332 $5K
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email