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WEATHERLY ASSET MANAGEMENT L. P.13F | |
WEATHERLY ASSET MANAGEMENT L. P. | |
Last update 2024-10-29 | 179 Stocks (18 new) |
Value $1.14 Bil | Turnover 3 % |
Portfolio Report |
WEATHERLY ASSET MANAGEMENT L. P.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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WEATHERLY ASSET MANAGEMENT L. P. Total Holding History ($B)
WEATHERLY ASSET MANAGEMENT L. P.'s Asset Allocation
WEATHERLY ASSET MANAGEMENT L. P. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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WEATHERLY ASSET MANAGEMENT L. P.'s Hypothetical Growth since 2024-09-30
WEATHERLY ASSET MANAGEMENT L. P.'s Yearly Returns
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WEATHERLY ASSET MANAGEMENT L. P.'s Holdings Heat Map
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WEATHERLY ASSET MANAGEMENT L. P.'s Holdings Bubble Chart
WEATHERLY ASSET MANAGEMENT L. P. News
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