John Valentini
@Altfest L J & Co Inc
Latest period2024 - Q3ReportedManaged Assets$751.234MTotal holdings332
Assets growth rate2.64%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Altfest L J & Co Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 332 positions.
Assets under management
The assets under management (AUM) of Altfest L J & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 751.234M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by John Valentini, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NGDNew Gold Inc Cda
| 0.01% | $46,000 15,910 shares@ $2.9 avg price | New Position |