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Chester Gary Lloyd

@Coston, Mcisaac & Partners

Latest period2024 - Q3ReportedManaged Assets$354.37MTotal holdings858
Assets growth rate11.71%Assets growth rate (2-Q avg)6.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Coston, Mcisaac & Partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 858 positions.

Assets under management

The assets under management (AUM) of Coston, Mcisaac & Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 354.37M in assets, with a quarterly growth rate of 11.71% and a 2-quarter average growth rate of 6.81%. The portfolio is managed by Chester Gary Lloyd, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WULFTerawulf Inc
Recent Activity
Exited
0%
$2,000
500 shares@ $4.0 avg price
ARKGArk Genomic Revolution Etf
Recent Activity
Exited
0%
$1,000
49 shares@ $20.41 avg price
KMIKinder Morgan Inc
Recent Activity
Exited
0%
$1,000
66 shares@ $15.16 avg price
SIRISirius Xm Hldgs Inc
Recent Activity
Exited
0%
$1,000
550 shares@ $1.82 avg price
BMDIXBaird Mid Cap Growth Institutional
Recent Activity
Exited
0%
$1,000
53 shares@ $18.87 avg price
ASTRAstra Space Inc Class A
Recent Activity
Exited
0%
$0
7 shares@ $0.0 avg price
DBCInvsc Db Commodity Indextrackng Etf
Recent Activity
Exited
0%
$0
6 shares@ $0.0 avg price
LDMIXLazard Developing Markets Equity Instl
Recent Activity
Exited
0%
$0
28 shares@ $0.0 avg price
PAUPXPimco All Asset All Authority I2
Recent Activity
Exited
0%
$0
37 shares@ $0.0 avg price
GAFYXVirtus Alphasimplex Global Alternatives I
Recent Activity
Exited
0%
$0
24 shares@ $0.0 avg price