Westwood Holdings Group (Westwood Holdings Group) Investments And Advances

: $11.77 Mil (As of Dec. 2023)

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Westwood Holdings Group's Investments And Advances for the quarter that ended in Dec. 2023 was $11.77 Mil.

Westwood Holdings Group's quarterly Investments And Advances increased from Jun. 2023 ($11.69 Mil) to Sep. 2023 ($11.76 Mil) and increased from Sep. 2023 ($11.76 Mil) to Dec. 2023 ($11.77 Mil).

Westwood Holdings Group's annual Investments And Advances increased from Dec. 2021 ($8.97 Mil) to Dec. 2022 ($14.06 Mil) but then declined from Dec. 2022 ($14.06 Mil) to Dec. 2023 ($11.77 Mil).

Westwood Holdings Group Investments And Advances Historical Data

The historical data trend for Westwood Holdings Group's Investments And Advances can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Westwood Holdings Group Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Investments And Advances

12.39

11.68

8.97

14.06

11.77

Westwood Holdings Group Quarterly Data
	Mar19	Jun19	Sep19	Dec19	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23
Investments And Advances																14.06	11.73	11.69	11.76	11.77

Westwood Holdings Group Investments And Advances Calculation

Investments And Advances includes all the non-current investments in affiliates, real estate, securities, etc.

Westwood Holdings Group (Westwood Holdings Group) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Westwood Holdings Group Inc (NYSE:WHG) » Definitions » Investments And Advances

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201

Website

https://www.westwoodgroup.com

Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.

Executives

John Porter Montgomery	officer: COO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Leah Bennett	officer: President-Westwood Wealth Mgmt	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Ehinger John Anthony Jr	officer: Head of Legal, CCO	279 BENSON LAN, COPPELL TX 75019
Matthew Lockridge	officer: Head, U.S. Value Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Management, Llc	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Adrian Helfert	officer: CIO, Multi-Asset Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Richard M Frank	director	4441 W AIRPORT FREEWAY, IRVING TX 75062
Brian O Casey	director, officer: President & CEO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Raymond E Wooldridge	director	200 CRESCENT COURT, STE 1200, DALLAS TX 75201
Fabian Gomez	officer: Chief Operating Officer	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Randy A Bowman	director	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Holdings, Llc	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partners, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partnership, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
James C Pappas	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027