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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
HOGHarley Davidson Inc
Recent Activity
Exited
0%
$1.199M
34,057 shares@ $35.22 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$1.129M
11,401 shares@ $99.06 avg price
BJBjs Whsl Club Hldgs Inc
Recent Activity
Exited
0%
$1.104M
17,528 shares@ $63.01 avg price
LHLaboratory Corp Amer Hldgs
Recent Activity
Exited
0%
$1.081M
4,479 shares@ $241.33 avg price
EXEChesapeake Energy Corp
Recent Activity
Exited
0%
$1.071M
12,803 shares@ $83.68 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$803,773
4,484 shares@ $179.26 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Exited
0%
$702,229
4,823 shares@ $145.61 avg price
COPConocophillips
Recent Activity
Exited
0%
$633,368
6,113 shares@ $103.62 avg price
RMDResmed Inc
Recent Activity
Exited
0%
$589,950
2,700 shares@ $218.5 avg price
APOApollo Global Mgmt Inc
Recent Activity
Exited
0%
$461,321
6,006 shares@ $76.82 avg price