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Kimberly A Geary

@Bartlett & Co. Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$6.894BTotal holdings1124
Assets growth rate-1.06%Assets growth rate (2-Q avg)2.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bartlett & Co. Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1124 positions.

Assets under management

The assets under management (AUM) of Bartlett & Co. Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.894B in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of 2.33%. The portfolio is managed by Kimberly A Geary, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SRCLStericycle Inc
Recent Activity
Exited
0%
$37,881
621 shares@ $61.0 avg price
HASIHannon Armstrong Sustainable
Recent Activity
Exited
0%
$34,470
1,000 shares@ $34.47 avg price
BEPCBrookfield Renewable C F Class A
Recent Activity
Exited
0%
$33,477
1,025 shares@ $32.67 avg price
JPCNuveen Pfd & Incm Opportnys Fd
Recent Activity
Exited
0%
$27,819
3,419 shares@ $8.14 avg price
KRESpdr S&p Regional Banking Etf
Recent Activity
Exited
0%
$26,772
473 shares@ $56.61 avg price
MSDLMorgan Stanley Direct Le
Recent Activity
Exited
0%
$26,501
1,294 shares@ $20.48 avg price
BIPCBrookfield Infrastruct F Class A
Recent Activity
Exited
0%
$21,368
492 shares@ $43.44 avg price
WHRWhirlpool Corp
Recent Activity
Exited
0%
$17,655
165 shares@ $107.0 avg price
MYIBlackrock Muniyield Qual
Recent Activity
Exited
0%
$17,408
1,444 shares@ $12.06 avg price
HYTBlackrock Corporate High
Recent Activity
Exited
0%
$16,096
1,600 shares@ $10.06 avg price