Stephanie West
@Thurston, Springer, Miller, Herd & Titak, Inc.
Latest period2024 - Q4ReportedManaged Assets$494.663MTotal holdings1345
Assets growth rate36.32%Assets growth rate (2-Q avg)24.6%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Thurston, Springer, Miller, Herd & Titak, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1345 positions.
Assets under management
The assets under management (AUM) of Thurston, Springer, Miller, Herd & Titak, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 494.663M in assets, with a quarterly growth rate of 36.32% and a 2-quarter average growth rate of 24.6%. The portfolio is managed by Stephanie West, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
8670⤦American General Life
| 0% | $112,057 174,670 shares@ $0.65 avg price | Exited |
6934⤦Pnc Financial Services
| 0% | $106,885 105,000 shares@ $1.02 avg price | Exited |
0553⤦Bfc Capital Trust Ii
| 0% | $105,707 4,125 shares@ $25.63 avg price | Exited |
8562⤦State Bank Of India Cd
| 0% | $104,300 106,000 shares@ $0.99 avg price | Exited |
0200⤦Ally Bank Cd
| 0% | $101,133 101,000 shares@ $1.01 avg price | Exited |
2767⤦Eastern Mi Univ Revs Gen
| 0% | $100,673 100,000 shares@ $1.01 avg price | Exited |
1598⤦Charles Schwab Bk Ssb Cd
| 0% | $100,648 100,000 shares@ $1.01 avg price | Exited |
0605⤦Bank Of America Na Cd
| 0% | $100,101 100,000 shares@ $1.01 avg price | Exited |
0605⤦Bank Of America Na Cd
| 0% | $100,026 100,000 shares@ $1.01 avg price | Exited |
SMCISuper Micro Computer Chg
| 0% | $97,436 234 shares@ $416.4 avg price | Exited |