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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
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$6,769
45 shares@ $150.43 avg price
CSLCarlisle Cos Inc Com
Recent Activity
Exited
0%
$6,483
16 shares@ $405.19 avg price
FJUNFt Vest U.s. Equity Buffer Etf - June
Recent Activity
Exited
0%
$6,340
131 shares@ $48.4 avg price
GDDYGodaddy Inc Cl A
Recent Activity
Exited
0%
$4,750
34 shares@ $139.71 avg price
EXPDExpeditors Intl Wash Inc Com
Recent Activity
Exited
0%
$3,245
26 shares@ $124.81 avg price
AMGAffiliated Managers Group Inc Com
Recent Activity
Exited
0%
$2,500
16 shares@ $156.25 avg price
OXYOccidental Pete Corp Com
Recent Activity
Exited
0%
$2,206
35 shares@ $63.03 avg price
WBDWarner Bros Discovery Inc Com Ser A
Recent Activity
Exited
0%
$2,202
296 shares@ $7.44 avg price
TYLTyler Technologies Inc Com
Recent Activity
Exited
0%
$2,011
4 shares@ $502.75 avg price
JBHTHunt J B Trans Svcs Inc Com
Recent Activity
Exited
0%
$1,920
12 shares@ $160.0 avg price