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Tradewinds Capital Management

Tradewinds Capital Management is an investment advisor in Bellingham with $1.01B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
352429157
SEC advisor number
801-68789
FINRA CRD number
145934
AUM ?
$1.01B (as of 15 Sep 21)
Accounts
3,879 (as of 15 Sep 21)
Employees
12 (4 investment advisory or research)
Address
Tradewinds Capital Management
2211 RIMLAND DRIVE
SUITE 401
BELLINGHAM
WA 98226
Phone
360-715-9000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 805 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$67.02M 247.41K 247.84K -0.2
$47.7M 931.24K 847.17K +9.9
$27.82M 457.38K 353.61K +29.3
$27.75M 627.43K NEW
$26.19M 281.05K 706 +39709.2
$25.73M 618.48K 1.34K +46159.0
$25.67M 649.17K NEW
$25.51M 981.88K 2.15K +45547.6
$25.23M 373.63K 123.85K +201.7
$24.7M 315.56K 197.18K +60.0
$23.93M 652.13K NEW
$20.91M 530.12K 559.99K -5.3
$9.98M 2.9K 2.92K -0.5
$9.79M 110.29K 265.72K -58.5
$8.73M 164.8K 171.67K -4.0
$7.6M 219.6K 2.35K +9236.7
$7.24M 52.87K 53.56K -1.3
$7.19M 186.71K 696.24K -73.2
$6.82M 65.43K 296.13K -77.9
$6.25M 160.91K 158.71K +1.4
$6.24M 99.9K 4.3K +2224.2
$5.87M 219.68K NEW
$5.69M 9.72K 9.72K 0
$4.81M 42.99K 42.89K +0.2
$3.86M 44.54K 282.74K -84.2
$3.72M 264.86K 212.02K +24.9
$3.68M 9.3K 9.13K +1.9
$2.92M 12.18K 12.24K -0.5
$2.38M 10.83K 10.81K +0.2
$2.07M 6.48K 6.54K -0.8
$2.03M 218.9K 136.67K +60.2
$1.68M 33.17K 30.14K +10.1
$1.68M 21.6K 22.17K -2.5
$1.66M 11.64K 11.64K 0
$1.6M 6.58K 6.58K +0.1
$1.59M 7.63K 7.66K -0.4
$1.55M 4.4K 4.4K 0
$1.34M 25.33K 26.21K -3.4
$1.32M 5.65K 5.7K -0.9
$1.31M 521 523 -0.4
$1.29M 7.8K 7.7K +1.4
$1.23M 5.09K 5.09K 0
$1.13M 12.66K 12.65K 0
$1.12M 459 462 -0.6
$1.12M 3.21K 3.23K -0.5
$1.1M 19.55K 19.17K +2.0
$1.09M 6.2K 6.3K -1.7
BP PLC
$1.07M 40.34K 40.29K +0.1
$1.05M 3.78K 3.1K +21.7
$946K 9.04K 8.26K +9.4
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Sep 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings