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Chad Beaty

@Trust Co Of Toledo Na Oh

Latest period2024 - Q4ReportedManaged Assets$762.692MTotal holdings237
Assets growth rate3.21%Assets growth rate (2-Q avg)5.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Toledo Na Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Toledo Na Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 762.692M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Chad Beaty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.92M
2,022 shares@ $949.51 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.693M
2,074 shares@ $816.09 avg price
NEMNewmont Corporation
Recent Activity
Exited
0%
$251,001
4,696 shares@ $53.45 avg price
CTVACorteva Inc
Recent Activity
Exited
0%
$215,054
3,658 shares@ $58.8 avg price
MUBIshares Natl Muni Bond Etf
Recent Activity
Exited
0%
$208,678
1,921 shares@ $108.63 avg price
EMNEastman Chemical Company
Recent Activity
Exited
0%
$200,055
1,787 shares@ $111.96 avg price
HFE9⤦Rayonier Fractional Share
Recent Activity
Exited
0%
$20
50,000 shares@ $0.01 avg price
BKC4⤦Cohen & Steers Quality Income Realty Fund Inc
Recent Activity
Exited
0%
$2
30,000 shares@ $0.01 avg price
JBH8⤦Seven Hills Rlt Fractional Shares
Recent Activity
Exited
0%
$0
52,500 shares@ $0.0 avg price