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

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Oct 26, 2021
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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.



Here is the complete portfolio of Taylor Wealth Management Partners. Also check out:

1. Taylor Wealth Management Partners's Undervalued Stocks
2. Taylor Wealth Management Partners's Top Growth Companies, and
3. Taylor Wealth Management Partners's High Yield stocks
4. Stocks that Taylor Wealth Management Partners keeps buying
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