Taylor Wealth Management Partners Buys Louisiana-Pacific Corp, MasTec Inc, TripAdvisor Inc, Sells Mercury Systems Inc, Ontrak Inc, Evofem Biosciences Inc

Investment company Taylor Wealth Management Partners (Current Portfolio) buys Louisiana-Pacific Corp, MasTec Inc, TripAdvisor Inc, Salesforce.com Inc, Merck Inc, sells Mercury Systems Inc, Ontrak Inc, Evofem Biosciences Inc, Amgen Inc, Maverix Metals Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Taylor Wealth Management Partners. As of 2021Q3, Taylor Wealth Management Partners owns 71 stocks with a total value of $280 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. Apple Inc (AAPL) - 114,856 shares, 5.80% of the total portfolio. Shares added by 0.14%
  2. Microsoft Corp (MSFT) - 50,032 shares, 5.03% of the total portfolio. Shares added by 4.15%
  3. Tyler Technologies Inc (TYL) - 29,365 shares, 4.80% of the total portfolio. Shares added by 0.72%
  4. PayPal Holdings Inc (PYPL) - 48,924 shares, 4.54% of the total portfolio. Shares reduced by 3.91%
  5. Roper Technologies Inc (ROP) - 27,175 shares, 4.32% of the total portfolio. Shares added by 3.28%
New Purchase: Louisiana-Pacific Corp (LPX)

Taylor Wealth Management Partners initiated holding in Louisiana-Pacific Corp. The purchase prices were between $51.31 and $65.34, with an estimated average price of $59.03. The stock is now traded at around $63.200000. The impact to a portfolio due to this purchase was 2.1%. The holding were 96,038 shares as of 2021-09-30.

New Purchase: MasTec Inc (MTZ)

Taylor Wealth Management Partners initiated holding in MasTec Inc. The purchase prices were between $85.77 and $106.43, with an estimated average price of $94.99. The stock is now traded at around $89.010000. The impact to a portfolio due to this purchase was 1.08%. The holding were 35,002 shares as of 2021-09-30.

New Purchase: TripAdvisor Inc (TRIP)

Taylor Wealth Management Partners 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 $33.970000. The impact to a portfolio due to this purchase was 0.86%. The holding were 70,851 shares as of 2021-09-30.

New Purchase: Salesforce.com Inc (CRM)

Taylor Wealth Management Partners initiated holding in Salesforce.com Inc. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $295.110000. The impact to a portfolio due to this purchase was 0.36%. The holding were 3,682 shares as of 2021-09-30.

New Purchase: Merck & Co Inc (MRK)

Taylor Wealth Management Partners initiated holding in Merck & Co Inc. The purchase prices were between $71.68 and $78.83, with an estimated average price of $76.11. The stock is now traded at around $82.250000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,314 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U (AMJ)

Taylor Wealth Management Partners initiated holding in JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U. The purchase prices were between $16.92 and $19.52, with an estimated average price of $17.96. The stock is now traded at around $19.560000. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,700 shares as of 2021-09-30.

Added: Thermo Fisher Scientific Inc (TMO)

Taylor Wealth Management Partners added to a holding in Thermo Fisher Scientific Inc by 50.76%. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $608.340000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,197 shares as of 2021-09-30.

Added: Danaher Corp (DHR)

Taylor Wealth Management Partners added to a holding in Danaher Corp by 20.81%. The purchase prices were between $272.21 and $332.43, with an estimated average price of $306.96. The stock is now traded at around $306.930000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,138 shares as of 2021-09-30.

Added: IQVIA Holdings Inc (IQV)

Taylor Wealth Management Partners added to a holding in IQVIA Holdings Inc by 25.81%. The purchase prices were between $239.54 and $265.23, with an estimated average price of $252.52. The stock is now traded at around $256.090000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,053 shares as of 2021-09-30.

Sold Out: Ontrak Inc (OTRK)

Taylor Wealth Management Partners sold out a holding in Ontrak Inc. The sale prices were between $9.51 and $32.81, with an estimated average price of $19.9.

Sold Out: Evofem Biosciences Inc (EVFM)

Taylor Wealth Management Partners sold out a holding in Evofem Biosciences Inc. The sale prices were between $0.67 and $1.1, with an estimated average price of $0.84.

Sold Out: Amgen Inc (AMGN)

Taylor Wealth Management Partners sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.



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