- New Purchases: JPM, ALNY, TFC, PROF, TMDX, PHGE, 3ZD,
- Added Positions: ROP, HD, CATS, SAND,
- Reduced Positions: TYL, AMT, MSFT, AAPL, CVS, MCD, PYPL, VST, ULTA, DIS, MTZ, WLDN, BADFF, PSTL, WM, MRCY, ZYME, CYRX, GDDY, ROKU, TRHC, EVFM, GTBIF, SSTI, OPRX, PING, ITHUF,
- Sold Out: BAC, SNMSF, RTN, BLUE, BYND, FRC,
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- Microsoft Corp (MSFT) - 74,208 shares, 7.35% of the total portfolio. Shares reduced by 17.83%
- American Tower Corp (AMT) - 48,739 shares, 6.67% of the total portfolio. Shares reduced by 23.98%
- Tyler Technologies Inc (TYL) - 34,819 shares, 6.49% of the total portfolio. Shares reduced by 38.31%
- PayPal Holdings Inc (PYPL) - 106,522 shares, 6.41% of the total portfolio. Shares reduced by 10.48%
- Roper Technologies Inc (ROP) - 29,858 shares, 5.85% of the total portfolio. Shares added by 15.44%
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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