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Jeffrey Press

@44 Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$284.17MTotal holdings199
Assets growth rate-3.02%Assets growth rate (2-Q avg)-1.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in 44 Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of 44 Wealth Management Llc 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 284.17M in assets, with a quarterly growth rate of -3.02% and a 2-quarter average growth rate of -1.92%. The portfolio is managed by Jeffrey Press, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEENextera Energy Inc
Recent Activity
Exited
0%
$8.684M
117,031 shares@ $74.21 avg price
WECWec Energy Group Inc
Recent Activity
Exited
0%
$5.913M
67,012 shares@ $88.25 avg price
AESAes Corp
Recent Activity
Exited
0%
$5.796M
279,585 shares@ $20.73 avg price
LNTAlliant Energy Corp
Recent Activity
Exited
0%
$5.697M
108,558 shares@ $52.49 avg price
XELXcel Energy Inc
Recent Activity
Exited
0%
$5.373M
86,431 shares@ $62.17 avg price
KKellogg Co
Recent Activity
Exited
0%
$2.414M
35,814 shares@ $67.41 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$1.69M
14,702 shares@ $114.96 avg price
TEXTerex Corp New
Recent Activity
Exited
0%
$1.679M
28,065 shares@ $59.84 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
Exited
0%
$1.405M
6,175 shares@ $227.6 avg price
SLGNSilgan Hldgs Inc
Recent Activity
Exited
0%
$1.305M
27,834 shares@ $46.89 avg price