West Family Investments, Inc. Portfolio Holdings
West Family Investments, Inc.
- $287 Million
- Q3 2024
West Family Investments, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $287 Million distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $26.5M, Largo Inc. with a value of $11.6M, Apple Inc. with a value of $10.6M, Schwab Strategic Us Tips ETF with a value of $10.6M, and Microsoft Corp with a value of $9.71M.
Examining the 13F form we can see an decrease of $34.1M in the current position value, from $321M to 287M.
West Family Investments, Inc. is based out at Carlsbad, CA
Below you can find more details about West Family Investments, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $287 Million
- Prior Value $321 Million
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 56 stocks
- Additional Purchases 187 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks