Teresa Douberly

@Wealthcollab, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$152.789M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
STIPIshares Tr Recent Activity New Position	0.01%	$9,525 94 shares@ $101.33 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.01%	$9,519 141 shares@ $67.52 avg price	New Position
BCSBarclays Plc Recent Activity New Position	0.01%	$8,117 668 shares@ $12.16 avg price	New Position
LYGLloyds Banking Group Plc Recent Activity New Position	0.01%	$7,632 2,446 shares@ $3.13 avg price	New Position
CRGYCrescent Energy Company Recent Activity New Position	0.01%	$7,249 662 shares@ $10.96 avg price	New Position
IRWDIronwood Pharmaceuticals Inc Recent Activity New Position	0.01%	$6,733 1,634 shares@ $4.13 avg price	New Position
DXCMDexcom Inc Recent Activity New Position	0.01%	$6,168 92 shares@ $67.05 avg price	New Position
NWGNatwest Group Plc Recent Activity New Position	0.01%	$6,038 645 shares@ $9.37 avg price	New Position
NGGNational Grid Plc Recent Activity New Position	0.01%	$5,853 84 shares@ $69.68 avg price	New Position
DECDiversified Energy Company P Recent Activity New Position	0.01%	$5,304 466 shares@ $11.39 avg price	New Position