Choate Investment Advisors Portfolio Holdings
Choate Investment Advisors
- $3.79 Billion
- Q2 2024
Choate Investment Advisors has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.79 Billion distributed in 377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.49B, Invesco S&P 500 Equal Weight E with a value of $192M, Microsoft Corp with a value of $132M, Ishares National Muni Bond ETF with a value of $125M, and Spdr S&P 500 Fossil Fuel Reser with a value of $120M.
Examining the 13F form we can see an increase of $98.6M in the current position value, from $3.69B to 3.79B.
Choate Investment Advisors is based out at Boston, MA
Below you can find more details about Choate Investment Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 377
- Current Value $3.79 Billion
- Prior Value $3.69 Billion
- Filing
- Period Q2 2024
- Filing Date August 08, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 179 stocks