Western Financial Corporation Buys Danaher Corp, DocuSign Inc, Dropbox Inc, Sells Lululemon Athletica Inc, Visa Inc, Dollar General Corp

Investment company Western Financial Corporation (Current Portfolio) buys Danaher Corp, DocuSign Inc, Dropbox Inc, Etsy Inc, iShares 1-3 Year Credit Bond ETF, sells Lululemon Athletica Inc, Visa Inc, Dollar General Corp, UnitedHealth Group Inc, Kimberly-Clark Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Western Financial Corporation. As of 2021Q1, Western Financial Corporation owns 81 stocks with a total value of $162 million. These are the details of the buys and sells.

For the details of WESTERN FINANCIAL CORPORATION's stock buys and sells, go to https://www.gurufocus.com/guru/western+financial+corporation/current-portfolio/portfolio

These are the top 5 holdings of WESTERN FINANCIAL CORPORATION
  1. Arrowhead Pharmaceuticals Inc (ARWR) - 820,264 shares, 33.63% of the total portfolio. Shares reduced by 0.01%
  2. Enterprise Financial Services Corp (EFSC) - 841,662 shares, 25.73% of the total portfolio. Shares reduced by 5.23%
  3. iShares MBS ETF (MBB) - 35,562 shares, 2.38% of the total portfolio. Shares added by 3.56%
  4. PacWest Bancorp (PACW) - 96,447 shares, 2.27% of the total portfolio. Shares reduced by 3.52%
  5. Wells Fargo & Co (WFC) - 91,747 shares, 2.22% of the total portfolio. Shares reduced by 1.08%
New Purchase: Danaher Corp (DHR)

Western Financial Corporation initiated holding in Danaher Corp. The purchase prices were between $212.38 and $245.9, with an estimated average price of $229.37. The stock is now traded at around $256.630000. The impact to a portfolio due to this purchase was 0.6%. The holding were 4,283 shares as of 2021-03-31.

New Purchase: DocuSign Inc (DOCU)

Western Financial Corporation initiated holding in DocuSign Inc. The purchase prices were between $192.84 and $265.16, with an estimated average price of $232.4. The stock is now traded at around $230.120000. The impact to a portfolio due to this purchase was 0.54%. The holding were 4,298 shares as of 2021-03-31.

New Purchase: Dropbox Inc (DBX)

Western Financial Corporation initiated holding in Dropbox Inc. The purchase prices were between $21.77 and $28.06, with an estimated average price of $24.07. The stock is now traded at around $26.710000. The impact to a portfolio due to this purchase was 0.52%. The holding were 31,329 shares as of 2021-03-31.

New Purchase: Etsy Inc (ETSY)

Western Financial Corporation initiated holding in Etsy Inc. The purchase prices were between $167.57 and $244.58, with an estimated average price of $209.7. The stock is now traded at around $208.230000. The impact to a portfolio due to this purchase was 0.49%. The holding were 3,955 shares as of 2021-03-31.

New Purchase: BlackRock Inc (BLK)

Western Financial Corporation initiated holding in BlackRock Inc. The purchase prices were between $683.21 and $779.75, with an estimated average price of $725.37. The stock is now traded at around $814.700000. The impact to a portfolio due to this purchase was 0.39%. The holding were 845 shares as of 2021-03-31.

New Purchase: M.D.C. Holdings Inc (MDC)

Western Financial Corporation initiated holding in M.D.C. Holdings Inc. The purchase prices were between $42.16 and $60.27, with an estimated average price of $52.46. The stock is now traded at around $62.452500. The impact to a portfolio due to this purchase was 0.37%. The holding were 10,176 shares as of 2021-03-31.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Western Financial Corporation added to a holding in iShares 1-3 Year Credit Bond ETF by 34.23%. The purchase prices were between $54.42 and $54.93, with an estimated average price of $54.75. The stock is now traded at around $54.770000. The impact to a portfolio due to this purchase was 0.45%. The holding were 52,468 shares as of 2021-03-31.

Added: Qualcomm Inc (QCOM)

Western Financial Corporation added to a holding in Qualcomm Inc by 82.38%. The purchase prices were between $123.2 and $164.78, with an estimated average price of $144.31. The stock is now traded at around $137.730000. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,368 shares as of 2021-03-31.

Added: BTC iShares U.S. Treasury Bond ETF (GOVT)

Western Financial Corporation added to a holding in BTC iShares U.S. Treasury Bond ETF by 58.77%. The purchase prices were between $26.1 and $27.3, with an estimated average price of $26.67. The stock is now traded at around $26.380000. The impact to a portfolio due to this purchase was 0.26%. The holding were 43,864 shares as of 2021-03-31.

Added: United Parcel Service Inc (UPS)

Western Financial Corporation added to a holding in United Parcel Service Inc by 36.22%. The purchase prices were between $155 and $169.99, with an estimated average price of $161.78. The stock is now traded at around $195.800000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,889 shares as of 2021-03-31.

Added: NVIDIA Corp (NVDA)

Western Financial Corporation added to a holding in NVIDIA Corp by 21.63%. The purchase prices were between $463.73 and $613.21, with an estimated average price of $538.61. The stock is now traded at around $618.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,850 shares as of 2021-03-31.

Added: Newmont Corp (NEM)

Western Financial Corporation added to a holding in Newmont Corp by 23.53%. The purchase prices were between $54.38 and $65.24, with an estimated average price of $59.81. The stock is now traded at around $65.350000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,092 shares as of 2021-03-31.

Sold Out: Lululemon Athletica Inc (LULU)

Western Financial Corporation sold out a holding in Lululemon Athletica Inc. The sale prices were between $285.14 and $367.29, with an estimated average price of $328.51.

Sold Out: Visa Inc (V)

Western Financial Corporation sold out a holding in Visa Inc. The sale prices were between $193.25 and $226.15, with an estimated average price of $210.49.

Sold Out: Dollar General Corp (DG)

Western Financial Corporation sold out a holding in Dollar General Corp. The sale prices were between $178.14 and $218.38, with an estimated average price of $198.58.

Sold Out: UnitedHealth Group Inc (UNH)

Western Financial Corporation sold out a holding in UnitedHealth Group Inc. The sale prices were between $324.34 and $379.06, with an estimated average price of $346.21.

Sold Out: Kimberly-Clark Corp (KMB)

Western Financial Corporation sold out a holding in Kimberly-Clark Corp. The sale prices were between $128.33 and $139.05, with an estimated average price of $132.72.

Sold Out: SPDR Portfolio Intermediate Term Corporate Bond ET (SPIB)

Western Financial Corporation sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond ET. The sale prices were between $36.08 and $36.99, with an estimated average price of $36.6.



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