Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 490 | 1,885,664,531 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CELANESE CORP DEL | COM | 351 | $646,886 | 3,764 | 0.00 | 0.00 | 773 | 25.84 | 03-31-2024 |
| VERISK ANALYTICS INC | COM | 352 | $646,607 | 2,743 | 0.00 | 0.00 | -312 | -10.21 | 03-31-2024 |
| KLA CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,403 | +Inf | 12-31-2023 | |
| PHILLIPS 66 | COM | 354 | $642,859 | 3,936 | 0.00 | 0.00 | 149 | 3.93 | 03-31-2024 |
