WG
| |
W.G. Shaheen & Associates DBA Whitney & Co13F | |
W.G. Shaheen & Associates DBA Whitney & Co | |
Last update 2024-07-30 | 123 Stocks (5 new) |
Value $871.00 Mil | Turnover 3 % |
Portfolio Report |
W.G. Shaheen & Associates DBA Whitney & Co's Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
W.G. Shaheen & Associates DBA Whitney & Co Total Holding History ($B)
W.G. Shaheen & Associates DBA Whitney & Co's Asset Allocation
W.G. Shaheen & Associates DBA Whitney & Co Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
W.G. Shaheen & Associates DBA Whitney & Co's Hypothetical Growth since 2024-06-30
W.G. Shaheen & Associates DBA Whitney & Co's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
W.G. Shaheen & Associates DBA Whitney & Co's Holdings Heat Map
Size field:
W.G. Shaheen & Associates DBA Whitney & Co's Holdings Bubble Chart
W.G. Shaheen & Associates DBA Whitney & Co News
- 1
Discussions on W.G. Shaheen & Associates DBA Whitney & Co
No discussions yet.