Allworth Financial LP Reduced Holdings in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
-14
- 26.92%
$67.28 - $78.27 $942 - $1.1K
38 $2K
DXC
Dxc Technology CO

Technology
-17
- 1.11%
$19.59 - $22.83 $333 - $388
1.51K $30K
GME
Game Stop Corp.

Consumer Cyclical
-40
- 31.5%
$20.5 - $32.99 $820 - $1.32K
87 $2K
Fortrea Hldgs Inc
-70
- 77.78%
N/A
20 $0
Tko Group Holdings Inc
-7
- 1.73%
N/A
398 $0
Biohaven LTD
-7
- 10.14%
N/A
62 $0
FLLV
Franklin Templeton ETF Tr
-260
- 23.36%
N/A
853 $0
GIGB
Goldman Sachs ETF Access Invt
-3.48K
- 1.64%
N/A
209K $0
GCMG
Gcm Grosvenor Inc.

Financial Services
-22
- 13.1%
$11.1 - $12.46 $244 - $274
146 $1K
Site Ctrs Corp
-31
- 47.69%
N/A
34 $0
Thomson Reuters Corp
-2
- 0.47%
N/A
423 $0
AREN
Arena Group Holdings, Inc.

Communication Services
-69
- 93.24%
$0.6 - $1.81 $41.4 - $125
5 $0
Crane Company
-74
- 19.12%
N/A
313 $0
FATE
Fate Therapeutics Inc

Healthcare
-37
- 90.24%
$1.61 - $3.35 $59.6 - $124
4 $0
CRH.L
Crh PLC

Basic Materials
-2.68K
- 30.74%
N/A
6.04K $0
Sila Realty Trust Inc
-10.2K
- 20.42%
N/A
39.8K $0
Blackrock ETF Trust Ii
-259
- 26.06%
N/A
735 $0
SKIN
Beauty Health CO

Consumer Defensive
-94
- 17.7%
$1.39 - $1.85 $131 - $174
437 $0
Sinclair Inc
-251
- 91.61%
N/A
23 $0
Siriusxm Holdings Inc
-306
- 11.35%
N/A
2.39K $0
ROCK
Gibraltar Industries, Inc.

Industrials
-2
- 15.38%
$58.67 - $73.99 $117 - $148
11 $0
Smurfit Westrock PLC
-41
- 2.46%
N/A
1.63K $0
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-9
- 9.57%
$36.36 - $43.93 $327 - $395
85 $3K
EXPI
Exp World Holdings, Inc.

Real Estate
-2
- 2.2%
$11.51 - $14.77 $23 - $29.5
89 $1K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-1
- 2.0%
$79.6 - $95.17 $79.6 - $95.2
49 $4K
EVR
Evercore Inc.

Financial Services
-18
- 7.47%
$247.66 - $315.67 $4.46K - $5.68K
223 $61K
CNK
Cinemark Holdings, Inc.

Communication Services
-28
- 27.18%
$26.69 - $36.02 $747 - $1.01K
75 $2K
SRAD
Sportradar Group Ag

Technology
-16
- 16.67%
$11.84 - $17.73 $189 - $284
80 $1K
CGSD
Capital Grp Core Plus Income E
-2.21K
- 12.13%
N/A
16K $0
Dimensional ETF Trust
-158
- 3.7%
N/A
4.11K $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-7
- 7.69%
$56.46 - $67.59 $395 - $473
84 $5K
DV
Double Verify Holdings, Inc.

Technology
-30
- 27.52%
$16.24 - $21.06 $487 - $632
79 $1K
AHCO
Adapt Health Corp.

Healthcare
-32
- 12.31%
$9.18 - $11.0 $294 - $352
228 $2K
UE
Urban Edge Properties

Real Estate
-14
- 7.57%
$20.94 - $23.6 $293 - $330
171 $3K
CARS
Cars.Com Inc.

Consumer Cyclical
-39
- 3.52%
$15.18 - $20.1 $592 - $784
1.07K $18K
BRZE
Braze, Inc.

Technology
-1
- 16.67%
$29.93 - $44.78 $29.9 - $44.8
5 $0
STRV
Ea Ser Tr Strive 500 ETF
-1
- 0.02%
N/A
5.93K $0
Canopy Growth Corp
-110
- 18.87%
N/A
473 $0
CLIR
Clear Sign Technologies Corp

Industrials
-83
- 93.26%
$0.77 - $1.51 $63.9 - $125
6 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
-7
- 1.77%
N/A
388 $25K
FLNC
Fluence Energy, Inc.

Utilities
-15
- 45.45%
$15.0 - $23.5 $225 - $353
18 $0
South Plains Financial Inc
-4
- 44.44%
N/A
5 $0
FLNG
Flex Lng Ltd.

Energy
-10
- 38.46%
$21.13 - $26.93 $211 - $269
16 $0
FVRR
Fiverr International Ltd.

Communication Services
-2
- 9.09%
$21.53 - $35.45 $43.1 - $70.9
20 $0
COGT
Cogent Biosciences, Inc.

Healthcare
-27
- 45.0%
$7.64 - $12.28 $206 - $332
33 $0
VUSB
Vanguard Bd Index Fds
-196
- 3.53%
N/A
5.36K $0
BUSE
First Busey Corp

Financial Services
-4
- 2.2%
$23.57 - $27.55 $94.3 - $110
178 $4K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-36
- 78.26%
$12.95 - $17.41 $466 - $627
10 $0
Fidelity Covington Trust
-225
- 15.55%
N/A
1.22K $0
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