Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$736.712M

Total holdings1347

Assets growth rate17.9%

Assets growth rate (2-Q avg)-2.19%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Org Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1347 positions.

Assets under management

The assets under management (AUM) of Org Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 736.712M in assets, with a quarterly growth rate of 17.9% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
9229⤦Vector Group Ltd Xxx Recent Activity Exited	0%	$53,085 3,558 shares@ $14.92 avg price	Exited
PAGPPlains Gp Hldgs L P Recent Activity Exited	0%	$43,049 2,327 shares@ $18.5 avg price	Exited
4222⤦Healthcare Trust Inc Recent Activity Exited	0%	$41,418 3,186 shares@ $13.0 avg price	Exited
VGRVector Group Ltd Recent Activity Exited	0%	$37,387 2,504 shares@ $14.94 avg price	Exited
FXIIshares China Large Cap Recent Activity Exited	0%	$31,780 1,000 shares@ $31.78 avg price	Exited
SASeabridge Gold Inc F Recent Activity Exited	0%	$31,561 1,880 shares@ $16.79 avg price	Exited
CSLLYCsl Ltd F Recent Activity Exited	0%	$30,522 309 shares@ $98.78 avg price	Exited
BITQBitwise Crypto Industry Recent Activity Exited	0%	$29,659 2,225 shares@ $13.33 avg price	Exited
IAGIamgold Corp F Recent Activity Exited	0%	$29,418 5,625 shares@ $5.23 avg price	Exited
FBNCFirst Bancorp N C Recent Activity Exited	0%	$16,636 400 shares@ $41.59 avg price	Exited