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Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$329.165MTotal holdings218
Assets growth rate-1.01%Assets growth rate (2-Q avg)-0.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westmount Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Westmount Partners, 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 - Q4, they manage 329.165M in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Chris Werner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RDDTReddit Inc
Recent Activity
New Position
0.12%
$390,622
2,390 shares@ $163.45 avg price
MSMorgan Stanley
Recent Activity
New Position
0.07%
$219,824
1,749 shares@ $125.69 avg price
ALLAllstate Corp
Recent Activity
New Position
0.07%
$202,400
1,050 shares@ $192.77 avg price
PAAPlains All Amern Pipeline L
Recent Activity
New Position
0.06%
$176,504
10,334 shares@ $17.08 avg price
CLSDClearside Biomedical Inc
Recent Activity
New Position
0.01%
$20,425
21,500 shares@ $0.95 avg price