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Rodney Ancrum

@Northwest & Ethical Investments L.p.

Latest period2024 - Q3ReportedManaged Assets$3.787BTotal holdings506
Assets growth rate8.65%Assets growth rate (2-Q avg)4.33%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest & Ethical Investments L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Northwest & Ethical Investments L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.787B in assets, with a quarterly growth rate of 8.65% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Rodney Ancrum, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PSTGPure Storage Inc
Recent Activity
Exited
0%
$112,687
1,755 shares@ $64.21 avg price
CRONCronos Group Inc
Recent Activity
Exited
0%
$109,880
47,123 shares@ $2.34 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$101,217
1,300 shares@ $77.86 avg price
TRUTransunion
Recent Activity
Exited
0%
$96,407
1,300 shares@ $74.16 avg price
UTZUtz Brands Inc
Recent Activity
Exited
0%
$84,863
5,100 shares@ $16.64 avg price
QTRXQuanterix Corp
Recent Activity
Exited
0%
$56,802
4,300 shares@ $13.21 avg price
0378⤦Apple Inc
Recent Activity
Exited
0%
$39,980↑ Call
47 shares@ $850.64 avg price
LAACLithium Americas Argentina C
Recent Activity
Exited
0%
$26,799
8,409 shares@ $3.19 avg price
ADVMAdverum Biotechnologies Inc
Recent Activity
Exited
0%
$23,255
3,390 shares@ $6.86 avg price
LACLithium Amers Corp New
Recent Activity
Exited
0%
$19,788
7,437 shares@ $2.67 avg price