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Stephanie Graham

@Patten & Patten Inc Tn

Latest period2024 - Q3ReportedManaged Assets$1.507BTotal holdings317
Assets growth rate5.36%Assets growth rate (2-Q avg)3.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Patten & Patten Inc Tn's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Patten & Patten Inc Tn 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 1.507B in assets, with a quarterly growth rate of 5.36% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Stephanie Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WRKWestrock Co
Recent Activity
Exited
0%
$51.274M
1.02M shares@ $50.27 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$626,219
26,136 shares@ $23.97 avg price
SRESempra
Recent Activity
Exited
0%
$294,841
3,876 shares@ $76.07 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$204,363
2,609 shares@ $78.34 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Exited
0%
$165,622
22,261 shares@ $7.45 avg price
BTZBlackrock Cr Allocation Inco
Recent Activity
Exited
0%
$107,100
10,000 shares@ $10.71 avg price