Top 10 Stocks Held By Kathleen S. Wright Associates Inc.
By Holdings Channel Staff, updated Sunday, May 12, 3:02 PM
In total we count 227 positions held by Kathleen S. Wright Associates Inc. as of their latest 13F filing, but among those total Kathleen S. Wright Associates Inc. holdings we've sorted out the top ten stocks held by Kathleen S. Wright Associates Inc. by largest position size, and presented them here in slideshow form.
#9 . USMV
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
ISHARES TR (USMV)
65,250
$5,454 USMV 65,250 $5,454
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
ISHARES TR (USMV)
66,983
$5,227 USMV 66,983 $5,227
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
ISHARES TR (USMV)
72,905
$5,277 USMV 72,905 $5,277
USMV Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$5,277
$5,227
$5,454
09/30/2023 12/31/2023 03/31/2024
Share Count
72,905
66,983
65,250
09/30/2023 12/31/2023 03/31/2024
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