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Boulder Growth & Income Fund shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $16M 1.1M 14.55
2024-03-31 $17M 1.1M 15.06
2023-12-31 $14M 1.0M 13.87

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Boulder Growth & Income Fund

Atlas Wealth
Morgan Stanley
Brooklyn Capital Management
Pathstone Holdings
Allspring Global Investments Holdings
CSS
Shaker Financial Services
1607 Capital Partners
Cohen & Steers Capital Management
CNH Partners
National Asset Management
Wolverine Asset Management
Blue Bell Private Wealth Management
Almitas Capital
Flagship Harbor Advisors

View all funds holding Boulder Growth & Income Fund