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Albert Socorro

@Crown Advisors Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$155.408MTotal holdings41
Assets growth rate-0.27%Assets growth rate (2-Q avg)-2.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crown Advisors Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Crown Advisors Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 155.408M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of -2.93%. The portfolio is managed by Albert Socorro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WSOWatsco Inc
Recent Activity
New Position
1.59%
$2.459M
5,000 shares@ $491.8 avg price
ENVAEnova Intl Inc
Recent Activity
New Position
1.35%
$2.094M
25,000 shares@ $83.76 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
1.12%
$1.728M
30,000 shares@ $57.6 avg price
TXRHTexas Roadhouse Inc
Recent Activity
New Position
0.86%
$1.324M
7,500 shares@ $176.54 avg price