test

Amanda Shine

@Keudell Morrison Wealth Management

Latest period2024 - Q3ReportedManaged Assets$368.383MTotal holdings219
Assets growth rate7.79%Assets growth rate (2-Q avg)5.62%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Keudell Morrison Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Keudell Morrison Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 368.383M in assets, with a quarterly growth rate of 7.79% and a 2-quarter average growth rate of 5.62%. The portfolio is managed by Amanda Shine, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Exited
0%
$699,933
4,027 shares@ $173.82 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$282,656
9,946 shares@ $28.42 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$278,054
2,114 shares@ $131.53 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$234,338
993 shares@ $235.99 avg price
VNQVanguard Index Fds
Recent Activity
Exited
0%
$232,030
2,770 shares@ $83.77 avg price
BLVVanguard Bd Index Fds
Recent Activity
Exited
0%
$216,985
3,087 shares@ $70.29 avg price
AIGAmerican Intl Group Inc
Recent Activity
Exited
0%
$214,331
2,887 shares@ $74.25 avg price
DDOGDatadog Inc
Recent Activity
Exited
0%
$213,081
1,643 shares@ $129.7 avg price
PFNPimco Income Strategy Fd Ii
Recent Activity
Exited
0%
$134,438
18,750 shares@ $7.18 avg price
OIAInvesco Muni Income Opp Trst
Recent Activity
Exited
0%
$71,565
11,270 shares@ $6.36 avg price