Rothschild & Co Wealth Management UK
Latest statistics and disclosures from Rothschild & Co Wealth Management UK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AXP, MA, MCO, SPGI, and represent 59.34% of Rothschild & Co Wealth Management UK's stock portfolio.
- Added to shares of these 10 stocks: AXP, EWU, ACWI, BKNG, V, MCO, W, FOXA, BRK.B, DE.
- Started 1 new stock position in ACWI.
- Reduced shares in these 10 stocks: MSFT (-$365M), RYAAY (-$8.6M), URTH, CP, CHTR, MA, CABO, CMCSA, LBRDK, SPGI.
- Sold out of its position in MSFT.
- Rothschild & Co Wealth Management UK was a net seller of stock by $-369M.
- Rothschild & Co Wealth Management UK has $6.0B in assets under management (AUM), dropping by -1.05%.
- Central Index Key (CIK): 0001784260
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Rothschild & Co Wealth Management UK holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Rothschild & Co Wealth Management UK
SEC 13F filings are viewable for Rothschild & Co Wealth Management UK going back to 2019
- Rothschild & Co Wealth Management UK 2024 Q1 filed May 2, 2024
- Rothschild & Co Wealth Management UK 2023 Q4 filed Jan. 30, 2024
- Rothschild & Co Wealth Management UK 2023 Q3 filed Oct. 25, 2023
- Rothschild & Co Wealth Management UK 2023 Q2 filed July 19, 2023
- Rothschild & Co Wealth Management UK 2023 Q1 filed May 2, 2023
- Rothschild & Co Wealth Management UK 2022 Q4 filed Jan. 23, 2023
- Rothschild & Co Wealth Management UK 2022 Q3 filed Oct. 27, 2022
- Rothschild & Co Wealth Management UK 2022 Q2 filed July 15, 2022
- Rothschild & Co Wealth Management UK 2022 Q1 filed April 22, 2022
- Rothschild & Co Wealth Management UK 2021 Q4 filed Feb. 1, 2022
- Rothschild & Co Wealth Management UK 2021 Q3 filed Nov. 3, 2021
- Rothschild & Co Wealth Management UK 2021 Q2 filed Aug. 2, 2021
- Rothschild & Co Wealth Management UK 2021 Q1 filed April 22, 2021
- Rothschild & Co Wealth Management UK 2020 Q4 filed Jan. 19, 2021
- Rothschild & Co Wealth Management UK 2020 Q3 filed Nov. 6, 2020
- Rothschild & Co Wealth Management UK 2020 Q2 filed July 15, 2020