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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
GMABGenmab A S
Recent Activity
Increased 131.62%
0.02%
$16,433
674 shares@ $24.39 avg price
EXELExelixis Inc
Recent Activity
Increased 50.65%
0.01%
$15,129
583 shares@ $25.96 avg price
TDCTeradata Corp Del
Recent Activity
Increased 108.34%
0.01%
$14,413
475 shares@ $30.35 avg price
FFIVF5 Inc
Recent Activity
Increased 56.1%
0.01%
$14,093
64 shares@ $220.21 avg price
OBEObsidian Energy Ltd
Recent Activity
Increased 67.95%
0.01%
$13,817
2,494 shares@ $5.55 avg price
TEAMAtlassian Corporation
Recent Activity
Increased 52.84%
0.01%
$12,864
81 shares@ $158.82 avg price
DOCUDocusign Inc
Recent Activity
Increased 162.67%
0.01%
$12,232
197 shares@ $62.1 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 4.17%
0.01%
$11,632
50 shares@ $232.64 avg price
CVLTCommvault Sys Inc
Recent Activity
Increased 73.81%
0.01%
$11,232
73 shares@ $153.87 avg price
BZKanzhun Limited
Recent Activity
Increased 101.61%
0.01%
$10,920
629 shares@ $17.37 avg price