Kim Smith
@Columbia Advisory Partners Llc
Latest period2024 - Q4ReportedManaged Assets$107.512MTotal holdings64
Assets growth rate1.86%Assets growth rate (2-Q avg)2.44%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Columbia Advisory Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.
Assets under management
The assets under management (AUM) of Columbia Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 107.512M in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 2.44%. The portfolio is managed by Kim Smith, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BCABBioatla Inc
| 0.02% | $15,413 26,070 shares@ $0.6 avg price | Increased 138.3% |