Pricing

ACIMA PRIVATE WEALTH, LLC

0 followers ยท
RICHMOND VA Investment Advisor
13F Summary
Acima Private Wealth is based out of Richmond. Acima Private Wealth is a large advisory firm with 46 clients and discretionary assets under management (AUM) of $277,824,418 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $256,126,990 in managed 13F securities and a top 10 holdings concentration of 43.95%. Acima Private Wealth's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 39,742. Whalewisdom has at least 21 13F filings, and 1 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $256m, Prior: $225m
New Purchases 238 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 43.95%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 1.9 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance