Taylor Wealth Management Partners Buys JPMorgan Chase, Alnylam Pharmaceuticals Inc, Truist Financial Corp, Sells Bank of America Corp, Tyler Technologies Inc, Spin Master Corp

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May 04, 2020
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Investment company Taylor Wealth Management Partners (Current Portfolio) buys JPMorgan Chase, Alnylam Pharmaceuticals Inc, Truist Financial Corp, Profound Medical Corp, TransMedics Group Inc, sells Bank of America Corp, Tyler Technologies Inc, Spin Master Corp, Raytheon Co, American Tower Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Taylor Wealth Management Partners. As of 2020Q1, Taylor Wealth Management Partners owns 41 stocks with a total value of $159 million. These are the details of the buys and sells.

For the details of Taylor Wealth Management Partners's stock buys and sells, go to https://www.gurufocus.com/guru/taylor+wealth+management+partners/current-portfolio/portfolio

These are the top 5 holdings of Taylor Wealth Management Partners
  1. Microsoft Corp (MSFT) - 74,208 shares, 7.35% of the total portfolio. Shares reduced by 17.83%
  2. American Tower Corp (AMT) - 48,739 shares, 6.67% of the total portfolio. Shares reduced by 23.98%
  3. Tyler Technologies Inc (TYL) - 34,819 shares, 6.49% of the total portfolio. Shares reduced by 38.31%
  4. PayPal Holdings Inc (PYPL) - 106,522 shares, 6.41% of the total portfolio. Shares reduced by 10.48%
  5. Roper Technologies Inc (ROP) - 29,858 shares, 5.85% of the total portfolio. Shares added by 15.44%
New Purchase: JPMorgan Chase & Co (JPM)

Taylor Wealth Management Partners initiated holding in JPMorgan Chase & Co. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $91.36. The impact to a portfolio due to this purchase was 3.71%. The holding were 65,552 shares as of .

New Purchase: Alnylam Pharmaceuticals Inc (ALNY)

Taylor Wealth Management Partners initiated holding in Alnylam Pharmaceuticals Inc. The purchase prices were between $93.12 and $133.99, with an estimated average price of $115.68. The stock is now traded at around $133.69. The impact to a portfolio due to this purchase was 2.31%. The holding were 33,720 shares as of .

New Purchase: Truist Financial Corp (TFC)

Taylor Wealth Management Partners initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.98. The impact to a portfolio due to this purchase was 1.29%. The holding were 66,399 shares as of .

New Purchase: Profound Medical Corp (PROF)

Taylor Wealth Management Partners initiated holding in Profound Medical Corp. The purchase prices were between $6.88 and $19.7, with an estimated average price of $12.99. The stock is now traded at around $12.32. The impact to a portfolio due to this purchase was 0.73%. The holding were 119,159 shares as of .

New Purchase: TransMedics Group Inc (TMDX)

Taylor Wealth Management Partners initiated holding in TransMedics Group Inc. The purchase prices were between $10.5 and $20.2, with an estimated average price of $16.87. The stock is now traded at around $16.06. The impact to a portfolio due to this purchase was 0.63%. The holding were 83,380 shares as of .

New Purchase: BiomX Inc (PHGE)

Taylor Wealth Management Partners initiated holding in BiomX Inc. The purchase prices were between $26.02 and $38.07, with an estimated average price of $33.54. The stock is now traded at around $19.94. The impact to a portfolio due to this purchase was 0.22%. The holding were 51,142 shares as of .

Added: Catasys Inc (CATS)

Taylor Wealth Management Partners added to a holding in Catasys Inc by 33.22%. The purchase prices were between $9.55 and $18.8, with an estimated average price of $15.53. The stock is now traded at around $25.64. The impact to a portfolio due to this purchase was 0.21%. The holding were 89,852 shares as of .

Sold Out: Bank of America Corp (BAC)

Taylor Wealth Management Partners sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: Spin Master Corp (SNMSF)

Taylor Wealth Management Partners sold out a holding in Spin Master Corp. The sale prices were between $6.83 and $30.61, with an estimated average price of $21.06.

Sold Out: Raytheon Co (RTN)

Taylor Wealth Management Partners sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.

Sold Out: bluebird bio Inc (BLUE)

Taylor Wealth Management Partners sold out a holding in bluebird bio Inc. The sale prices were between $40.39 and $98.04, with an estimated average price of $75.99.

Sold Out: Beyond Meat Inc (BYND)

Taylor Wealth Management Partners sold out a holding in Beyond Meat Inc. The sale prices were between $54.02 and $129.18, with an estimated average price of $97.23.

Sold Out: First Republic Bank (FRC)

Taylor Wealth Management Partners sold out a holding in First Republic Bank. The sale prices were between $75.6 and $120.75, with an estimated average price of $106.4.



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