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Vikram Chugh

@Robertson Stephens Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$2.759BTotal holdings616
Assets growth rate38.92%Assets growth rate (2-Q avg)22.13%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Robertson Stephens Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 616 positions.

Assets under management

The assets under management (AUM) of Robertson Stephens Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.759B in assets, with a quarterly growth rate of 38.92% and a 2-quarter average growth rate of 22.13%. The portfolio is managed by Vikram Chugh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYDBIshares Tr
Recent Activity
Exited
0%
$11.516M
247,981 shares@ $46.45 avg price
IBITIshares Bitcoin Tr
Recent Activity
Exited
0%
$2.037M
59,671 shares@ $34.15 avg price
IMXIInternational Mny Express In
Recent Activity
Exited
0%
$1.195M
57,323 shares@ $20.84 avg price
CALBCalifornia Bancorp Inc
Recent Activity
Exited
0%
$724,507
33,698 shares@ $21.5 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$670,871
4,460 shares@ $150.42 avg price
7434⤦Proshares Tr
Recent Activity
Exited
0%
$513,360↑ Call
62,000 shares@ $8.28 avg price
URIUnited Rentals Inc
Recent Activity
Exited
0%
$389,331
602 shares@ $646.73 avg price
IMTBIshares Tr
Recent Activity
Exited
0%
$362,995
8,520 shares@ $42.61 avg price
INMDInmode Ltd
Recent Activity
Exited
0%
$359,510
19,710 shares@ $18.24 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$342,609
1,147 shares@ $298.71 avg price