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Stewart Brown

@Pin Oak Investment Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$110.027MTotal holdings493
Assets growth rate5.17%Assets growth rate (2-Q avg)2.86%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pin Oak Investment Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Pin Oak Investment Advisors Inc 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 110.027M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Stewart Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BATRKLiberty Media Corp
Recent Activity
Exited
0%
$633,000
28,587 shares@ $22.15 avg price
BATRKLiberty Media Corp
Recent Activity
Exited
0%
$311,000
14,055 shares@ $22.13 avg price
TTWOTake Two Interactive
Recent Activity
Exited
0%
$26,000
164 shares@ $158.54 avg price
TELTe Connectivity
Recent Activity
Exited
0%
$24,000
162 shares@ $148.15 avg price
BSXBoston Scientific Co
Recent Activity
Exited
0%
$15,000
200 shares@ $75.0 avg price
IBNIcici Bank Ltd F Sponsored Adr
Recent Activity
Exited
0%
$14,000
473 shares@ $29.6 avg price
BNTXBiontech Se F Unsponsored Adr
Recent Activity
Exited
0%
$10,000
125 shares@ $80.0 avg price
WSOWatsco Inc
Recent Activity
Exited
0%
$7,000
15 shares@ $466.67 avg price
BCEBce Inc F
Recent Activity
Exited
0%
$6,000
170 shares@ $35.3 avg price
CFGCitizens Finl Group Inc
Recent Activity
Exited
0%
$6,000
175 shares@ $34.29 avg price