test

Matthew Sutula

@Alps Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$14.942BTotal holdings993
Assets growth rate2.57%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value11 quarters

Portfolio positions

This chart displays the top 10 holdings in Alps Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 993 positions.

Assets under management

The assets under management (AUM) of Alps Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.942B in assets, with a quarterly growth rate of 2.57% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Matthew Sutula, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BACBank America Corp
Recent Activity
Exited
0%
$781,321
19,646 shares@ $39.77 avg price
DGDollar Gen Corp New
Recent Activity
Exited
0%
$762,967
5,770 shares@ $132.23 avg price
NICENice Ltd
Recent Activity
Exited
0%
$744,286
4,328 shares@ $171.97 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$697,171
31,475 shares@ $22.15 avg price
WSOWatsco Inc
Recent Activity
Exited
0%
$676,330
1,460 shares@ $463.24 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$672,264
46,363 shares@ $14.51 avg price
MERCMercer Intl Inc
Recent Activity
Exited
0%
$599,508
70,200 shares@ $8.54 avg price
HBNCHorizon Bancorp Inc
Recent Activity
Exited
0%
$594,515
48,061 shares@ $12.38 avg price
SPWRQSunpower Corp
Recent Activity
Exited
0%
$591,325
199,772 shares@ $2.96 avg price
BRYBerry Corp
Recent Activity
Exited
0%
$518,215
80,219 shares@ $6.47 avg price