|
⚲
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| Wedgewood Partners Inc
✚
| |
|---|---|
| CRD # | 21923 |
| SEC # | 801-31746 |
| CIK # | 0000859804 |
| AUM | $464.6 MM (2024-03-15) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 314-567-6407 |
| Address | 9909 Clayton Rd, Suite 103 St Louis, MO 63124-1120 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| META | 434.9 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| TSM | 437.4 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| V | 419.3 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| PYPL | 83.2 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| TSCO | 21.8 | 0.0 | |
| CPRT | 25.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 0.1 |
| (b) Individuals (high net worth individuals) | 135 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.1 |
| (n) Other | 10 | 0.0 |
| Total | 380 | 0.5 |
| By Discretionary | ||
| Discretionary | 380 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 380 | 0.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000859804] | |
| SC 13G | [0000859804] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Wedgewood Partners Inc | Wedgewood Partners Inc | [2016-01-12] |
| Wedgewood Partners Inc | Wedgewood Partners Inc | [2014-12-18] |
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