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Teresa Douberly

@Wealthcollab, Llc

Latest period2024 - Q3ReportedManaged Assets$152.789MTotal holdings881
Assets growth rate-44.39%Assets growth rate (2-Q avg)29.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcollab, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 881 positions.

Assets under management

The assets under management (AUM) of Wealthcollab, 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 - Q3, they manage 152.789M in assets, with a quarterly growth rate of -44.39% and a 2-quarter average growth rate of 29.18%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 956.95%
0.66%
$998,920↑ Call
6,088 shares@ $164.09 avg price
CLSCelestica Inc
Recent Activity
Increased 1.03%
0.11%
$156,377
3,059 shares@ $51.13 avg price
AVGOBroadcom Inc
Recent Activity
Increased 566%
0.08%
$114,885
666 shares@ $172.5 avg price
VRSNVerisign Inc
Recent Activity
Increased 29.57%
0.02%
$28,305
149 shares@ $189.97 avg price
ZMZoom Video Communications In
Recent Activity
Increased 5.58%
0.02%
$26,432
379 shares@ $69.75 avg price
NRCNational Resh Corp
Recent Activity
Increased 133.42%
0.02%
$22,838
999 shares@ $22.87 avg price
LXLexinfintech Hldgs Ltd
Recent Activity
Increased 139.19%
0.02%
$21,418
7,874 shares@ $2.73 avg price
ORCLOracle Corp
Recent Activity
Increased 56.42%
0.02%
$20,789
122 shares@ $170.41 avg price
GLGlobe Life Inc
Recent Activity
Increased 80.2%
0.02%
$19,276
182 shares@ $105.92 avg price
MGAMagna Intl Inc
Recent Activity
Increased 273.34%
0.02%
$18,386
448 shares@ $41.05 avg price