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
Fidelity Covington Trust
-177
- 4.87%
N/A
3.46K $0
Fidelity Covington Trust
-134
- 11.39%
N/A
1.04K $0
BFH
Bread Financial Holdings, Inc.

Financial Services
-14
- 38.89%
$46.5 - $66.38 $651 - $929
22 $1K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-25
- 16.23%
$24.92 - $32.79 $623 - $820
129 $3K
Ea Series Trust
-375
- 39.47%
N/A
575 $0
J P Morgan Exchange Traded F
-13.5K
- 77.9%
N/A
3.83K $0
LENB
Lennar Corporation Cl B
-6
- 13.04%
N/A
40 $0
AMBA
Ambarella Inc

Technology
-15
- 45.45%
$54.22 - $76.22 $813 - $1.14K
18 $1K
Pavmed Inc
-152
- 34.0%
N/A
295 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
-11
- 2.51%
$18.01 - $19.92 $198 - $219
427 $8K
LGFB
Lions Gate Entmt Corp Cl B Non
-163
- 58.21%
N/A
117 $0
PLMR
Palomar Holdings, Inc.

Financial Services
-4
- 57.14%
$88.38 - $112.17 $354 - $449
3 $0
LUCD
Lucid Diagnostics Inc.

Healthcare
-57
- 34.13%
$0.76 - $1.08 $43.3 - $61.6
110 $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-3
- 2.52%
N/A
116 $0
PDFS
Pdf Solutions Inc

Technology
-17
- 62.96%
$27.08 - $33.26 $460 - $565
10 $0
Peakstone Realty Trust
-69
- 1.93%
N/A
3.5K $0
J P Morgan Exchange Traded F
-193
- 21.07%
N/A
723 $0
WFRD
Weatherford International PLC

Energy
-4
- 19.05%
$67.1 - $94.33 $268 - $377
17 $1K
JANX
Janux Therapeutics, Inc.

Healthcare
-3
- 11.54%
$40.18 - $66.83 $121 - $200
23 $1K
YY
Joyy Inc.

Communication Services
-7
- 19.44%
$33.1 - $42.36 $232 - $297
29 $1K
KRNY
Kearny Financial Corp.

Financial Services
-11
- 1.16%
$6.43 - $8.48 $70.7 - $93.3
935 $6K
Phinia Inc
-4
- 2.84%
N/A
137 $0
KELYA
Kelly Services Inc

Industrials
-1
- 2.78%
$12.84 - $22.25 $12.8 - $22.3
35 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-28
- 39.44%
$9.46 - $12.42 $265 - $348
43 $0
Wheels Up Experience Inc
-113
- 43.3%
N/A
148 $0
Wns Hldgs LTD
-2
- 11.11%
N/A
16 $0
OXM
Oxford Industries Inc

Consumer Cyclical
-4
- 57.14%
$72.62 - $86.4 $290 - $346
3 $0
OXYWS
Occidental Pete Corp Wt Exp 08
-82
- 8.8%
N/A
850 $0
MYE
Myers Industries Inc

Consumer Cyclical
-5
- 31.25%
$10.91 - $13.47 $54.6 - $67.4
11 $0
Ncr Atleos Corporation
-19
- 4.12%
N/A
442 $0
Net Lease Office Properties
-30
- 1.43%
N/A
2.07K $0
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
-42
- 20.69%
$6.07 - $7.83 $255 - $329
161 $1K
Neuberger Berman ETF Trust
-630
- 17.53%
N/A
2.96K $0
New York Mtg Tr Inc
-56
- 5.37%
N/A
986 $0
NFBK
Northfield Bancorp, Inc.

Financial Services
-41
- 12.31%
$11.03 - $14.1 $452 - $578
292 $3K
LASR
Nlight, Inc.

Technology
-10
- 45.45%
$9.88 - $14.68 $98.8 - $147
12 $0
ALCC
Alt C Acquisition Corp.

Financial Services
-348
- 40.94%
N/A
502 $0
OSBC
Old Second Bancorp Inc

Financial Services
-8
- 42.11%
$14.91 - $18.9 $119 - $151
11 $0
Manager Directed Portfolios
-1.24K
- 99.84%
N/A
2 $0
Masterbrand Inc
-4
- 1.17%
N/A
338 $0
MBWM
Mercantile Bank Corp

Financial Services
-4
- 7.84%
$41.26 - $51.16 $165 - $205
47 $2K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-16
- 42.11%
$17.04 - $23.17 $273 - $371
22 $0
XPEL
Xpel, Inc.

Consumer Cyclical
-6
- 33.33%
$38.57 - $46.52 $231 - $279
12 $0
Xperi Inc
-79
- 13.64%
N/A
500 $0
MTX
Minerals Technologies Inc

Basic Materials
-8
- 36.36%
$74.88 - $84.6 $599 - $677
14 $1K
Mineralys Therapeutics Inc
-105
- 78.95%
N/A
28 $0
MIR
Mirion Technologies, Inc.

Industrials
-20
- 17.86%
$10.94 - $18.65 $219 - $373
92 $1K
Noble Corp PLC
-417
- 77.65%
N/A
120 $0
Bgc Group Inc
-25
- 27.17%
N/A
67 $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