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Alaethes Wealth

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842211216

Investment data

Data from SEC filings
Top 50 of 282 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.81M 69.32K 70.49K -1.7
$7.75M 94.03K 83.55K +12.6
$6.14M 1.87K 1.83K +2.5
$5.77M 20.46K 20.99K -2.5
$3.71M 144.07K 127.63K +12.9
$3.57M 1.34K 1.31K +2.1
$3.25M 19.86K 18.5K +7.3
$3.11M 5.4K 5.56K -2.7
$2.49M 21.36K 21.3K +0.3
$2.31M 8.88K 8.81K +0.9
$2.05M 3.35K 3.38K -0.8
$2.02M 5.96K 5.78K +3.2
$1.97M 20.29K 19.9K +2.0
$1.97M 2.35K 2.2K +7.0
$1.97M 12.2K 11.43K +6.7
$1.84M 4.71K 4.43K +6.3
$1.77M 5.38K 5.5K -2.1
$1.73M 15.71K 15.99K -1.8
$1.65M 3.44K 3.4K +1.3
$1.61M 7.77K 2.1K +269.4
Vanguard Mun BD FDS
$1.6M 29.26K 28.19K +3.8
$1.47M 5.41K 5.32K +1.7
$1.45M 6.36K 6.81K -6.6
$1.43M 7.41K 5.99K +23.7
$1.43M 1.44K 1.45K -0.8
$1.41M 9.44K 9.29K +1.5
$1.41M 3.13K 3.1K +1.0
$1.38M 9.9K 10.19K -2.9
$1.34M 6.01K 5.67K +6.0
$1.34M 2.76K 2.64K +4.5
$1.32M 10.54K 9.57K +10.2
$1.31M 24.61K 21.75K +13.2
$1.3M 7.69K 7.58K +1.5
$1.3M 10.05K 9.56K +5.1
$1.28M 2.33K 2.53K -7.9
$1.28M 9.13K 8.02K +13.8
$1.27M 3.68K 3.61K +2.1
$1.25M 2.19K 2.1K +4.5
$1.2M 3.45K 3.12K +10.4
$1.19M 10.66K 9.9K +7.7
$1.16M 1.56K 1.56K -0.2
$1.16M 12.28K 11.86K +3.5
$1.12M 23.33K 19K +22.8
$1.11M 18.9K 16.16K +17.0
$1.11M 4.61K 4.75K -2.9
$1.1M 2.71K 3.06K -11.6
$1.09M 10.77K 8.8K +22.3
$1.06M 7.08K 6.21K +13.9
$1.06M 5.81K 5.2K +11.8
$1.06M 18.86K 18.02K +4.6
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings