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Company Main View
Name:
Roberts Capital Advisors LLC
City:
DENVER
State:
CO
Zip:
80218
Achive data
View Filing Period:
Current Quarter
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$104,250,000
Total Value Change :
$35,220,000
Securities Held Change :
1
All Securities Held :
89
New Positions
:
4
Closed Positions
:
3
Increased Positions
:
2
Unchanged Positions
:
0
Decreased Positions
:
83
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Increased Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SHOP
Shopify Inc
48
-
$64.78
$650,000
8,423
0.62%
515,000
3,413
0.001
N/A
COO
Cooper Companies Inc
59
-
$89.21
$508,000
5,004
0.49%
154,000
3,663
0.003
Medical Instruments &...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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