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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
GWHEss Tech Inc
Recent Activity
Exited
0%
$8,475
10,362 shares@ $0.82 avg price