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Tara O'Hagan

@Rothschild & Co Wealth Management Uk Ltd

Latest period2024 - Q4ReportedManaged Assets$5.695BTotal holdings31
Assets growth rate-9.53%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild & Co Wealth Management Uk Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Rothschild & Co Wealth Management Uk Ltd 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 - Q4, they manage 5.695B in assets, with a quarterly growth rate of -9.53% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Tara O'Hagan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQEDirexion Shs Etf Tr
Recent Activity
Decreased -27.84%
0.18%
$9.806M
109,231 shares@ $89.78 avg price
WWayfair Inc
Recent Activity
Decreased -1.1%
0.17%
$9.471M
213,688 shares@ $44.32 avg price