test

Jordan Pitts

@Moody National Bank Trust Division

Latest period2024 - Q4ReportedManaged Assets$956.178MTotal holdings478
Assets growth rate2.37%Assets growth rate (2-Q avg)-12.51%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 478 positions.

Assets under management

The assets under management (AUM) of Moody National Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 956.178M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of -12.51%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Etfs Usa
Recent Activity
Exited
0%
$3.073M
30,340 shares@ $101.28 avg price
EQCEquity Commonwealth
Recent Activity
Exited
0%
$2.437M
122,467 shares@ $19.9 avg price
SCHPCharles Schwab Investment Management Inc
Recent Activity
Exited
0%
$2.424M
45,191 shares@ $53.63 avg price
IGSBIshares Etfs Usa
Recent Activity
Exited
0%
$1.735M
32,949 shares@ $52.66 avg price
FLOTIshares Tr
Recent Activity
Exited
0%
$1.681M
32,941 shares@ $51.05 avg price
EQTEqt Corp
Recent Activity
Exited
0%
$1.587M
43,307 shares@ $36.65 avg price
NWLIProsperity Life Insurance Grou
Recent Activity
Exited
0%
$1.25M
2,500 shares@ $499.98 avg price
SPXCSpx Technologies Inc
Recent Activity
Exited
0%
$1.062M
6,661 shares@ $159.46 avg price
MEGMontrose Environmental Group I
Recent Activity
Exited
0%
$772,326
29,366 shares@ $26.31 avg price
PSNParsons Corp
Recent Activity
Exited
0%
$670,188
6,464 shares@ $103.69 avg price