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Shaker Financial Services

Shaker Financial Services is an investment advisor in Annapolis with $265.94M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841723449
SEC advisor number
801-62679
FINRA CRD number
121534
AUM ?
$265.94M (as of 30 Mar 22)
Accounts
614 (as of 30 Mar 22)
Employees
8 (2 investment advisory or research)
Address
Shaker Financial Services
3330 WASHINGTON BLVD.
SUITE 200
ARLINGTON
VA 22201
Phone
(703) 258-0090

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 132 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.33M 455.97K 426.24K +7.0
$6.85M 593.27K 461.58K +28.5
$6.61M 430.76K 280.5K +53.6
$6.46M 246.75K 336.69K -26.7
$5.65M 430.98K 133.39K +223.1
$5.38M 152.25K 192.4K -20.9
$5.08M 315.33K 245.9K +28.2
$4.93M 280.26K 61.55K +355.3
$4.56M 545.15K 500K +9.0
$4.32M 282.99K 486.16K -41.8
$4.03M 523.01K 256.31K +104.1
$4.02M 245.72K NEW
$3.76M 388.53K 407K -4.5
$3.66M 303.76K 287.94K +5.5
$3.6M 269.97K NEW
$3.55M 388.41K 174.33K +122.8
$3.5M 373.26K 333.82K +11.8
$3.47M 210.03K 86.81K +142.0
$3.44M 454.32K 341.14K +33.2
$3.39M 90.86K 171.16K -46.9
$3.12M 251.78K 68.31K +268.6
$3.06M 369.87K 331.34K +11.6
$2.94M 225.85K 249.48K -9.5
$2.9M 139.81K 27.35K +411.2
$2.89M 258.73K 244.62K +5.8
$2.72M 227.88K 155.03K +47.0
$2.67M 219.17K 206.58K +6.1
$2.47M 515.85K 438.51K +17.6
$2.46M 296.56K NEW
$2.32M 167.31K 90.89K +84.1
$2.25M 193.19K 72.82K +165.3
$2.18M 238.78K 195.15K +22.4
$2.05M 58.29K 49.93K +16.7
$2.02M 175.55K 187.69K -6.5
$1.97M 166.88K 127.06K +31.3
$1.93M 273.45K 302.82K -9.7
$1.85M 259.16K 255.23K +1.5
$1.74M 246.71K 310.26K -20.5
$1.71M 328.97K 492.76K -33.2
$1.68M 136.68K 58.74K +132.7
$1.66M 196.63K 208.79K -5.8
$1.64M 722.79K 869.06K -16.8
$1.62M 194.11K 110.49K +75.7
$1.6M 139.99K 124.08K +12.8
$1.59M 178.93K 114.76K +55.9
$1.51M 207.69K 335.65K -38.1
$1.51M 297.58K 376.68K -21.0
$1.48M 123.25K 125.81K -2.0
$1.47M 370.37K 444.75K -16.7
$1.44M 89K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings