Pacific Sage Partners 13F filings and top holdings and stakes - st…

Pacific Sage Partners 13F Filings And Top Holdings And Stakes - St…

1 week from now

Top 5 stock holdings are SCHO , MSFT , IEI , SCHF , IWD , and represent 62.12% of Pacific Sage Partners's stock portfolio.Added to shares of these 10 stocks: MBB (+$6.2M), EMXC , SSUS , SCHM , AMZN , IEI , SCHO , GOLD , NVDA , EWJ .Started 3 new stock positions in EMXC , MBB , GOLD .

stockzoa.com

PACIFIC SAGE PARTNERS, LLC Top 13F Holdings

1 week from now

Pacific Sage Partners is a large advisory firm with 787 clients and discretionary assets under management (AUM) of $766,708,333 (Form ADV from 2024-07-01). Their last reported 13F filing for Q2 2024 included $403,443,512 in managed 13F securities and a top 10 holdings …

whalewisdom.com

Pacific Sage Partners, LLC - 13F

1 week from now

Jan 31, 2023  · Pacific Sage Partners, LLC reported 103 holdings with total value $420 M as of Q3 2024. Top holdings included MSFT, SCHR, VGSH, SCHF, and IWD

13f.info

Pacific Sage Partners, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

Apr 22, 2024  · Q2 2024 13F Holdings Location Edmonds, WA Holdings as of 6/30/2024 Value ($000) $403,444

13f.info

$420Million Pacific Sage Partners, LLC Q3 2024 13F Holdings …

1 week from now

Pacific Sage Partners, LLC reported 103 stock holdings with total value $420M as of Q3 2024. Top holdings included MSFT, SCHR, VGSH, SCHF, and IWD. Open main menu. …

portfoliosavvy.com

Pacific Sage Partners 13F Annual Report (2024) - Wallmine

1 week from now

As of 26th July 2024, Pacific Sage Partners’s top holding is 183,433 shares of Microsoft currently worth over $82 billion and making up 20.6% of the portfolio value. Relative to the number of …

wallmine.com

Pacific Sage Partners 13F Filings And Top Holdings And Stakes

1 week from now

Jan 31, 2023  · Top 5 stock holdings are SCHO, MSFT, IEI, SCHF, IWD, and represent 62.12% of Pacific Sage Partners's stock portfolio.

stockzoa.com

Pacific Sage Partners, LLC Portfolio Holdings

1 week from now

Pacific Sage Partners, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $386 Billion distributed in 98 stocks. Popular searches. ...

tickertracker.io

ONEOK, Inc. (NYSE:OKE) Stock Holdings Boosted By Sage Advisors …

1 week from now

12 hours ago  · Sage Advisors LLC increased its holdings in ONEOK, Inc. (NYSE:OKE - Free Report) by 13.2% in the 3rd quarter, according to the company in its most recent Form 13F …

marketbeat.com

Sage Advisors LLC Raises Stock Holdings In Blue Owl ... - MarketBeat

1 week from now

12 hours ago  · The firm owned 1,996,927 shares of the company's stock after purchasing an additional 71,503 shares during the quarter. Blue Owl Capital makes up approximately 22.9% …

marketbeat.com

Chartwell Investment Partners LLC Cuts Stock Holdings In

1 week from now

4 days ago  · Chartwell Investment Partners LLC lessened its stake in HubSpot, Inc. (NYSE:HUBS - Free Report) by 38.3% in the 3rd quarter, according to the company in its most recent 13F …

marketbeat.com

Pacific Sage Partners, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

Apr 22, 2024  · Pacific Sage Partners, LLC reported 98 holdings with total value $386 M as of Q1 2024. Top holdings included MSFT, SCHR, VGSH, SCHF, and IWD. Pacific Sage Partners, …

13f.info

Cisco Systems, Inc. (NASDAQ:CSCO) Position Increased By

1 week from now

12 hours ago  · Seizert Capital Partners LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 2.4% in the 3rd quarter, according to its most recent Form …

marketbeat.com