West Oak Capital, Llc 13F Filings - sensamarket.com

West Oak Capital, Llc 13F Filings - Sensamarket.com

2 weeks from now

West Oak Capital, Llc reported 322 holdings with total value $5.38M as of Q3 2024. Top holdings included UPGBP, 1621134D, NVDA, BROADCOM LTD ... West Oak Capital, LLC 13F …

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West Oak Capital, LLC 13F Filings

2 weeks from now

West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …

13f.info

WEST OAK CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

West OAK Capital is based out of Westlake Village. West OAK Capital is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $383,340,505 (Form …

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West Oak Capital LLC Has $2.28 Million Holdings In Bristol

2 weeks from now

3 days ago  · West Oak Capital LLC increased its position in shares of Bristol-Myers Squibb (NYSE:BMY - Free Report) by 2,608.1% during the fourth quarter, according to its most recent …

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West Oak Capital LLC Buys 13,796 Shares Of Lockheed Martin

2 weeks from now

2 days ago  · West Oak Capital LLC raised its stake in shares of Lockheed Martin Co. (NYSE:LMT - Free Report) by 277.9% during the 4th quarter, according to the company in its most recent …

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West Oak Capital, LLC Q1 2024 13F Top Portfolio Holdings

2 weeks from now

Jan 17, 2024  · West Oak Capital, LLC reported 318 holdings with total value $235 M as of Q1 2024. Top holdings included Jefferies Group Inc New, NVDA, AVGO, LLY, and MSFT. West …

13f.info

West Oak Capital, LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …

13f.info

Spotify Technology S.A. (NYSE:SPOT) Is West Oak Capital LLC's 4th ...

2 weeks from now

2 days ago  · West Oak Capital LLC raised its holdings in shares of Spotify Technology S.A. (NYSE:SPOT - Free Report) by 449,633.3% in the 4th quarter, according to its most recent …

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West Oak Capital LLC 13F Portfolio - Hedgefollow.com

2 weeks from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; West Oak Capital LLC: West Oak Capital LLC: 10.60%: $245101000: 320

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West Oak Capital LLC Has $327,000 Stock Position In The Procter ...

2 weeks from now

2 days ago  · West Oak Capital LLC lowered its position in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 88.5% in the fourth quarter, according to the company …

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West Oak Capital, LLC Q3 2022 13F Top Portfolio Holdings

2 weeks from now

West Oak Capital, LLC reported 343 holdings with total value $184 M as of Q3 2022. Top holdings included Jefferies Group Inc New, NEE, AAPL, ADP, and MSFT. West Oak Capital, …

13f.info

West Oak Capital LLC Has $2.03 Million Stock Position In Mid …

2 weeks from now

3 days ago  · West Oak Capital LLC grew its position in Mid-America Apartment Communities, Inc. (NYSE:MAA - Free Report) by 448.9% in the fourth quarter, according to its most recent 13F …

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West Oak Capital LLC Raises Stock Position In AvalonBay …

2 weeks from now

2 days ago  · West Oak Capital LLC grew its position in shares of AvalonBay Communities, Inc. (NYSE:AVB - Free Report) by 875.3% in the fourth quarter, according to the company in its …

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West Oak Capital, LLC Q1 2021 13F Top Portfolio Holdings

2 weeks from now

West Oak Capital, LLC reported 358 holdings with total value $234 M as of Q1 2021. Top holdings included Jefferies Group Inc New, JPST, SCHX, SCHO, and AAPL. West Oak …

13f.info

West Oak Capital LLC Reduces Stake In The Interpublic Group Of ...

2 weeks from now

2 days ago  · West Oak Capital LLC lessened its position in shares of The Interpublic Group of Companies, Inc. (NYSE:IPG - Free Report) by 96.1% in the fourth quarter, according to the …

marketbeat.com

West Oak Capital LLC Decreases Stock Holdings In Meta

2 weeks from now

1 day ago  · West Oak Capital LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 96.0% during the 4th quarter, according to the company in …

marketbeat.com