Kurt T Liedtke

@Citadel Investment Advisory, Inc.

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$190.236M

Total holdings81

Assets growth rate8.16%

Assets growth rate (2-Q avg)3.63%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Citadel Investment Advisory, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Citadel Investment Advisory, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 190.236M in assets, with a quarterly growth rate of 8.16% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by Kurt T Liedtke, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PARAAParamount Global Recent Activity Decreased -4.28%	0.05%	$94,000 8,873 shares@ $10.6 avg price	Decreased -4.28%
AAPAdvance Auto Parts Recent Activity Decreased -4.95%	0.05%	$94,000 2,400 shares@ $39.17 avg price	Decreased -4.95%