Sandra J. Southworth
@Solstein Capital, Llc
Latest period2024 - Q3ReportedManaged Assets$188.814MTotal holdings314
Assets growth rate23.21%Assets growth rate (2-Q avg)14.73%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Solstein Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 314 positions.
Assets under management
The assets under management (AUM) of Solstein Capital, Llc 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 188.814M in assets, with a quarterly growth rate of 23.21% and a 2-quarter average growth rate of 14.73%. The portfolio is managed by Sandra J. Southworth, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DDominion Energy Inc
| 0% | $0 0 shares@ $0.0 avg price | Exited |