Bouvel Investment Partners, LLC Buys TripAdvisor Inc, Fidelity Value Factor ETF, Ansys Inc, Sells Cornerstone OnDemand Inc, Shopify Inc

Investment company Bouvel Investment Partners, LLC (Current Portfolio) buys TripAdvisor Inc, Fidelity Value Factor ETF, Ansys Inc, Cerus Corp, sells Cornerstone OnDemand Inc, Shopify Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Bouvel Investment Partners, LLC. As of 2021Q3, Bouvel Investment Partners, LLC owns 65 stocks with a total value of $177 million. These are the details of the buys and sells.

For the details of Bouvel Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bouvel+investment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Bouvel Investment Partners, LLC
  1. Microsoft Corp (MSFT) - 24,758 shares, 3.95% of the total portfolio. Shares added by 2.65%
  2. Alphabet Inc (GOOGL) - 2,264 shares, 3.42% of the total portfolio. Shares added by 1.66%
  3. Amazon.com Inc (AMZN) - 1,820 shares, 3.38% of the total portfolio. Shares added by 2.08%
  4. Invesco FTSE RAFI US 1000 ETF (PRF) - 32,981 shares, 2.95% of the total portfolio. Shares reduced by 0.24%
  5. PayPal Holdings Inc (PYPL) - 18,986 shares, 2.79% of the total portfolio. Shares added by 1.52%
New Purchase: TripAdvisor Inc (TRIP)

Bouvel Investment Partners, LLC initiated holding in TripAdvisor Inc. The purchase prices were between $32.41 and $40.57, with an estimated average price of $35.9. The stock is now traded at around $35.960000. The impact to a portfolio due to this purchase was 1.37%. The holding were 71,830 shares as of 2021-09-30.

New Purchase: Fidelity Value Factor ETF (FVAL)

Bouvel Investment Partners, LLC initiated holding in Fidelity Value Factor ETF. The purchase prices were between $47.17 and $50.22, with an estimated average price of $49. The stock is now traded at around $48.790000. The impact to a portfolio due to this purchase was 1.15%. The holding were 42,852 shares as of 2021-09-30.

New Purchase: Ansys Inc (ANSS)

Bouvel Investment Partners, LLC initiated holding in Ansys Inc. The purchase prices were between $340.45 and $374.74, with an estimated average price of $361.22. The stock is now traded at around $348.710000. The impact to a portfolio due to this purchase was 0.75%. The holding were 3,913 shares as of 2021-09-30.

New Purchase: Cerus Corp (CERS)

Bouvel Investment Partners, LLC initiated holding in Cerus Corp. The purchase prices were between $4.79 and $6.68, with an estimated average price of $5.84. The stock is now traded at around $6.120000. The impact to a portfolio due to this purchase was 0.74%. The holding were 214,457 shares as of 2021-09-30.

Sold Out: Cornerstone OnDemand Inc (CSOD)

Bouvel Investment Partners, LLC sold out a holding in Cornerstone OnDemand Inc. The sale prices were between $47.48 and $57.32, with an estimated average price of $54.26.



Here is the complete portfolio of Bouvel Investment Partners, LLC. Also check out:

1. Bouvel Investment Partners, LLC's Undervalued Stocks
2. Bouvel Investment Partners, LLC's Top Growth Companies, and
3. Bouvel Investment Partners, LLC's High Yield stocks
4. Stocks that Bouvel Investment Partners, LLC keeps buying