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Mariane Lee

@Tcg Advisory Services, Llc

Latest period2024 - Q3ReportedManaged Assets$2.294BTotal holdings509
Assets growth rate-13.09%Assets growth rate (2-Q avg)15.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tcg Advisory Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 509 positions.

Assets under management

The assets under management (AUM) of Tcg Advisory Services, 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 2.294B in assets, with a quarterly growth rate of -13.09% and a 2-quarter average growth rate of 15.5%. The portfolio is managed by Mariane Lee, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEPNextera Energy Partners Lp
Recent Activity
Exited
0%
$703,742
25,461 shares@ $27.64 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$582,775
10,208 shares@ $57.1 avg price
AORIshares Tr
Recent Activity
Exited
0%
$446,044
7,920 shares@ $56.32 avg price
AMKAssetmark Finl Hldgs Inc
Recent Activity
Exited
0%
$400,780
11,600 shares@ $34.55 avg price
VDCVanguard World Fd
Recent Activity
Exited
0%
$346,129
1,705 shares@ $203.01 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$269,993
2,883 shares@ $93.66 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$246,387
2,576 shares@ $95.65 avg price
LINLinde Plc
Recent Activity
Exited
0%
$245,734
560 shares@ $438.82 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Exited
0%
$244,203
17,381 shares@ $14.05 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$228,555
215 shares@ $1063.05 avg price