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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
PLXSPlexus Corp
Recent Activity
Exited
0%
$664,274
4,859 shares@ $136.72 avg price
ALKSAlkermes Plc
Recent Activity
Exited
0%
$587,650
20,995 shares@ $27.99 avg price
LPXLouisiana Pacific
Recent Activity
Exited
0%
$555,998
5,174 shares@ $107.46 avg price
CIENCiena Corp
Recent Activity
Exited
0%
$549,198
8,917 shares@ $61.59 avg price
KBRKbr Inc
Recent Activity
Exited
0%
$533,610
8,193 shares@ $65.13 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$394,996
416 shares@ $949.51 avg price
OSPNOnespan Inc
Recent Activity
Exited
0%
$389,678
23,376 shares@ $16.68 avg price
GMEDGlobus Medical Inc
Recent Activity
Exited
0%
$251,821
3,520 shares@ $71.55 avg price
BWINBaldwin Insurance Group Inc Th
Recent Activity
Exited
0%
$250,992
5,040 shares@ $49.8 avg price
JMUBJp Morgan Etfs Usa
Recent Activity
Exited
0%
$247,634
4,830 shares@ $51.27 avg price