Crestone Asset Management LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Crestone Asset Management LLC opened 5 positions, added to 10, reduced 11 and sold out of 38.
- Q1 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 859.
- Q1 2024: Stock META; Country of operation United States; Class CL A; Shares before 1,081.
- Q1 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 10,838.
- Q1 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 1,264.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1845617), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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