test

Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$6.886BTotal holdings646
Assets growth rate9.96%Assets growth rate (2-Q avg)16.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.886B in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 16.85%. The portfolio is managed by Amanda Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMTXAemetis Inc
Recent Activity
Exited
0%
$99,962
33,210 shares@ $3.01 avg price
AMWLAmerican Well Corp
Recent Activity
Exited
0%
$64,250
9,885 shares@ $6.5 avg price
CYBNCybin Inc
Recent Activity
Exited
0%
$40,138
108,481 shares@ $0.38 avg price
7580⤦Redwood Trust Inc
Recent Activity
Exited
0%
$29,713
297 shares@ $100.05 avg price
BHILBenson Hill Inc
Recent Activity
Exited
0%
$17,710
3,323 shares@ $5.33 avg price
7434⤦Prospect Cap Corp
Recent Activity
Exited
0%
$14,945
153 shares@ $97.68 avg price