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Andrea N. Thompson

@West Paces Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$408.296MTotal holdings552
Assets growth rate6.47%Assets growth rate (2-Q avg)3.77%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in West Paces Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 552 positions.

Assets under management

The assets under management (AUM) of West Paces Advisors Inc. 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 408.296M in assets, with a quarterly growth rate of 6.47% and a 2-quarter average growth rate of 3.77%. The portfolio is managed by Andrea N. Thompson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AJGGallagher Arthur J & Co Com
Recent Activity
New Position
0.11%
$422,055
1,500 shares@ $281.37 avg price
LYBLyondellbasell Industries N V Shs - A -
Recent Activity
New Position
0.06%
$210,980
2,200 shares@ $95.9 avg price
FNFFidelity National Financial In Fnf Group Com
Recent Activity
New Position
0.05%
$186,180
3,000 shares@ $62.06 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.04%
$160,467
169 shares@ $949.51 avg price
TTETotalenergies Se Sponsored Ads
Recent Activity
New Position
0.03%
$119,547
1,850 shares@ $64.62 avg price
BKLNInvesco Senior Loan Etf
Recent Activity
New Position
0.02%
$60,194
2,865 shares@ $21.02 avg price
TELTe Connectivity Ltd Shs
Recent Activity
New Position
0.01%
$6,795
45 shares@ $151.0 avg price
EVLVEvolv Technologies Hldngs Inc Com Cl A
Recent Activity
New Position
0.01%
$5,609
1,385 shares@ $4.05 avg price
KVUEKenvue Inc Com
Recent Activity
New Position
0.01%
$3,562
154 shares@ $23.13 avg price
BHFBrighthouse Finl Inc Com
Recent Activity
New Position
0.01%
$2,882
64 shares@ $45.04 avg price