test

Todd Wulfson

@Rock Point Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$366.258MTotal holdings110
Assets growth rate9.83%Assets growth rate (2-Q avg)4.45%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rock Point Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Rock Point Advisors, Llc 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 - Q3, they manage 366.258M in assets, with a quarterly growth rate of 9.83% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Todd Wulfson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GIMSaba Capital Income & Opp Fund
Recent Activity
Exited
0%
$161,756
20,738 shares@ $7.8 avg price