$221 Million is the total value of Colonial River Wealth Management, LLC's 134 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 5.5% |
MICROSOFT CORP | 12 | Q3 2023 | 2.6% |
AMAZON.COM INC | 12 | Q3 2023 | 1.9% |
NVIDIA CORPORATION | 12 | Q3 2023 | 1.8% |
HOME DEPOT INC | 12 | Q3 2023 | 1.6% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 7.0% |
TESLA INC | 12 | Q3 2023 | 1.8% |
BOEING COMPANY | 12 | Q3 2023 | 2.0% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 1.3% |
COSTCO WHSL CORP NEW | 12 | Q3 2023 | 1.6% |
View Colonial River Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-23 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-15 |
13F-HR | 2022-02-15 |
13F-HR | 2021-10-25 |
View Colonial River Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.