test

Francis Hoey

@Hoey Investments, Inc

Latest period2024 - Q3ReportedManaged Assets$534.435MTotal holdings390
Assets growth rate0%Assets growth rate (2-Q avg)8.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hoey Investments, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 390 positions.

Assets under management

The assets under management (AUM) of Hoey Investments, 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 534.435M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 8.56%. The portfolio is managed by Francis Hoey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value