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
DLBDolby Laboratories Inc Recent Activity Exited	0%	$16,372 197 shares@ $83.11 avg price	Exited
DGDollar Gen Corp New Recent Activity Exited	0%	$15,857 110 shares@ $144.16 avg price	Exited
SBOWSilverbow Res Inc Recent Activity Exited	0%	$15,258 424 shares@ $35.99 avg price	Exited
MONDMondee Holdings Inc Recent Activity Exited	0%	$14,917 6,334 shares@ $2.36 avg price	Exited
GRINGrindrod Shipping Holdings L Recent Activity Exited	0%	$14,371 1,190 shares@ $12.08 avg price	Exited
DEODiageo Plc Recent Activity Exited	0%	$12,917 94 shares@ $137.42 avg price	Exited
TWLOTwilio Inc Recent Activity Exited	0%	$12,504 212 shares@ $58.99 avg price	Exited
CLXClorox Co Del Recent Activity Exited	0%	$12,163 84 shares@ $144.8 avg price	Exited
NUTXNutex Health Inc Recent Activity Exited	0%	$12,157 126,767 shares@ $0.1 avg price	Exited
TUPBQTupperware Brands Corp Recent Activity Exited	0%	$10,815 7,894 shares@ $1.38 avg price	Exited