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Corey Gamble

@Allworth Financial Lp

Latest period2024 - Q3ReportedManaged Assets$16.424BTotal holdings3745
Assets growth rate5.91%Assets growth rate (2-Q avg)7.75%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Allworth Financial Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3745 positions.

Assets under management

The assets under management (AUM) of Allworth Financial Lp 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 16.424B in assets, with a quarterly growth rate of 5.91% and a 2-quarter average growth rate of 7.75%. The portfolio is managed by Corey Gamble, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$2.451M
3,076 shares@ $796.79 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$189,883
1,260 shares@ $150.71 avg price
BIRDAllbirds Inc
Recent Activity
Exited
0%
$122,198
187,362 shares@ $0.66 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$114,323
2,250 shares@ $50.82 avg price
VFVAVanguard Wellington Fd
Recent Activity
Exited
0%
$93,741
789 shares@ $118.81 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$57,649
16,931 shares@ $3.41 avg price
SYLDCambria Etf Tr
Recent Activity
Exited
0%
$56,940
808 shares@ $70.48 avg price
UGAUnited Sts Gasoline Fd Lp
Recent Activity
Exited
0%
$56,298
849 shares@ $66.32 avg price
GSGIshares S&p Gsci Commodity-
Recent Activity
Exited
0%
$40,547
1,885 shares@ $21.52 avg price
FOXFox Corp
Recent Activity
Exited
0%
$38,519
1,122 shares@ $34.34 avg price