Sherri Cooke
@Dakota Community Bank & Trust Na
Latest period2024 - Q4ReportedManaged Assets$21.027MTotal holdings106
Assets growth rate5.6%Assets growth rate (2-Q avg)6.36%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Dakota Community Bank & Trust Na's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.
Assets under management
The assets under management (AUM) of Dakota Community Bank & Trust Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 21.027M in assets, with a quarterly growth rate of 5.6% and a 2-quarter average growth rate of 6.36%. The portfolio is managed by Sherri Cooke, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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