West Family Investments, Inc. Portfolio Holdings
West Family Investments, Inc.
- $310 Million
- Q1 2024
West Family Investments, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $310 Million distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $26.1M, Range Resources Corp with a value of $9.43M, Largo Inc. with a value of $9.19M, Schwab Strategic Us Tips ETF with a value of $8.83M, and Newmont Corp with a value of $8.79M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $287M to 310M.
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
Summary
- Portfolio
- No. of Stocks 259
- Current Value $310 Million
- Prior Value $287 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 41 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 21 stocks