vontobel swiss wealth advisors AG Buys SPDR Gold Trust, Waste Management Inc, Exchange Traded Concepts Trust ROBO Global Robotic, Sells iShares Inc MSCI Switzerland, Annaly Capital Management Inc, Johnson & Johnson

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Jul 31, 2020
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Zurich, V8, based Investment company vontobel swiss wealth advisors AG (Current Portfolio) buys SPDR Gold Trust, Waste Management Inc, Exchange Traded Concepts Trust ROBO Global Robotic, iShares Core MSCI Emerging Markets, iShares Edge MSCI USA Quality Factor, sells iShares Inc MSCI Switzerland, Annaly Capital Management Inc, Johnson & Johnson, TJX Inc, First Trust Switzerland AlphaDEX Fund during the 3-months ended 2020Q2, according to the most recent filings of the investment company, vontobel swiss wealth advisors AG. As of 2020Q2, vontobel swiss wealth advisors AG owns 79 stocks with a total value of $151 million. These are the details of the buys and sells.

For the details of vontobel swiss wealth advisors AG's stock buys and sells, go to https://www.gurufocus.com/guru/vontobel+swiss+wealth+advisors+ag/current-portfolio/portfolio

These are the top 5 holdings of vontobel swiss wealth advisors AG
  1. Apple Inc (AAPL) - 22,419 shares, 5.42% of the total portfolio. Shares added by 1.57%
  2. Palo Alto Networks Inc (PANW) - 28,515 shares, 4.34% of the total portfolio. Shares reduced by 0.89%
  3. Broadcom Inc (AVGO) - 20,142 shares, 4.21% of the total portfolio. Shares added by 3.11%
  4. Microsoft Corp (MSFT) - 29,235 shares, 3.94% of the total portfolio. Shares added by 7.34%
  5. Thermo Fisher Scientific Inc (TMO) - 16,131 shares, 3.87% of the total portfolio. Shares added by 13.26%
New Purchase: Exchange Traded Concepts Trust ROBO Global Robotic (ROBO)

vontobel swiss wealth advisors AG initiated holding in Exchange Traded Concepts Trust ROBO Global Robotic. The purchase prices were between $31.52 and $45.15, with an estimated average price of $39.61. The stock is now traded at around $46.35. The impact to a portfolio due to this purchase was 0.56%. The holding were 19,500 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

vontobel swiss wealth advisors AG initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.04. The impact to a portfolio due to this purchase was 0.45%. The holding were 14,300 shares as of .

New Purchase: iShares Edge MSCI USA Quality Factor (QUAL)

vontobel swiss wealth advisors AG initiated holding in iShares Edge MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $99.95. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,446 shares as of .

New Purchase: Carvana Co (CVNA)

vontobel swiss wealth advisors AG initiated holding in Carvana Co. The purchase prices were between $45.91 and $127.61, with an estimated average price of $92.63. The stock is now traded at around $155.87. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,350 shares as of .

New Purchase: iShares MSCI Pacific Ex-Japan Index Fund (EPP)

vontobel swiss wealth advisors AG initiated holding in iShares MSCI Pacific Ex-Japan Index Fund. The purchase prices were between $32.37 and $41.61, with an estimated average price of $36.95. The stock is now traded at around $40.94. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,000 shares as of .

New Purchase: Johnson Controls International PLC (JCI)

vontobel swiss wealth advisors AG initiated holding in Johnson Controls International PLC. The purchase prices were between $25.16 and $36.81, with an estimated average price of $30.69. The stock is now traded at around $37.24. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,855 shares as of .

Added: SPDR Gold Trust (GLD)

vontobel swiss wealth advisors AG added to a holding in SPDR Gold Trust by 197.53%. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $183.76. The impact to a portfolio due to this purchase was 1.27%. The holding were 17,313 shares as of .

Added: Waste Management Inc (WM)

vontobel swiss wealth advisors AG added to a holding in Waste Management Inc by 25.39%. The purchase prices were between $88.43 and $113.53, with an estimated average price of $100.8. The stock is now traded at around $109.38. The impact to a portfolio due to this purchase was 0.64%. The holding were 44,840 shares as of .

Added: Cisco Systems Inc (CSCO)

vontobel swiss wealth advisors AG added to a holding in Cisco Systems Inc by 86.46%. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,357 shares as of .

Sold Out: Annaly Capital Management Inc (NLY)

vontobel swiss wealth advisors AG sold out a holding in Annaly Capital Management Inc. The sale prices were between $4.02 and $7.31, with an estimated average price of $6.16.

Sold Out: TJX Companies Inc (TJX)

vontobel swiss wealth advisors AG sold out a holding in TJX Companies Inc. The sale prices were between $40.96 and $57.42, with an estimated average price of $50.21.

Sold Out: First Trust Switzerland AlphaDEX Fund (FSZ)

vontobel swiss wealth advisors AG sold out a holding in First Trust Switzerland AlphaDEX Fund. The sale prices were between $40.62 and $50.08, with an estimated average price of $45.76.

Sold Out: iShares Core S&P 500 (IVV)

vontobel swiss wealth advisors AG sold out a holding in iShares Core S&P 500. The sale prices were between $245.78 and $323.06, with an estimated average price of $292.09.

Sold Out: Verizon Communications Inc (VZ)

vontobel swiss wealth advisors AG sold out a holding in Verizon Communications Inc. The sale prices were between $52.92 and $58.46, with an estimated average price of $56.2.

Sold Out: Exxon Mobil Corp (XOM)

vontobel swiss wealth advisors AG sold out a holding in Exxon Mobil Corp. The sale prices were between $37.53 and $54.74, with an estimated average price of $44.72.



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