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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
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$29,808
2,400 shares@ $12.42 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$27,995
135 shares@ $207.38 avg price
UYLDAngel Oak Funds Trust
Recent Activity
Exited
0%
$25,568
500 shares@ $51.14 avg price
CETCentral Secs Corp
Recent Activity
Exited
0%
$22,220
500 shares@ $44.44 avg price
BKSYBlacksky Technology Inc
Recent Activity
Exited
0%
$18,546
16,708 shares@ $1.12 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$16,391
742 shares@ $22.1 avg price
MFDMacquarie First Tr Global
Recent Activity
Exited
0%
$15,700
2,000 shares@ $7.85 avg price
XAFTXApollo Sr Floating Rate Fd I
Recent Activity
Exited
0%
$13,374
900 shares@ $14.86 avg price
HYBLSsga Active Tr
Recent Activity
Exited
0%
$13,082
462 shares@ $28.32 avg price
PBEInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$11,422
167 shares@ $68.4 avg price