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