Get Premium to unlock powerful stock data

Wealthgate Family Office, LLC Buys EverCommerce Inc, BTC iShares MSCI USA Min Vol Factor ETF, JPMorgan Ultra-Short Income ETF, Sells Uber Technologies Inc

Author's Avatar
insider
Oct 28, 2021
Article's Main Image
Investment company Wealthgate Family Office, LLC (Current Portfolio) buys EverCommerce Inc, BTC iShares MSCI USA Min Vol Factor ETF, JPMorgan Ultra-Short Income ETF, iShares Nasdaq Biotechnology Index Fund, Roblox Corp, sells Uber Technologies Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wealthgate Family Office, LLC. As of 2021Q3, Wealthgate Family Office, LLC owns 53 stocks with a total value of $65 million. These are the details of the buys and sells.

For the details of Wealthgate Family Office, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthgate+family+office%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthgate Family Office, LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 64,308 shares, 42.56% of the total portfolio. Shares added by 0.06%
  2. Vanguard FTSE Emerging Markets ETF (VWO) - 127,335 shares, 9.79% of the total portfolio. Shares added by 0.71%
  3. EverCommerce Inc (EVCM) - 323,527 shares, 8.20% of the total portfolio. New Position
  4. iShares U.S. Financial Services ETF (IYG) - 21,919 shares, 6.34% of the total portfolio. Shares added by 0.02%
  5. iShares MSCI EAFE ETF (EFA) - 34,705 shares, 4.16% of the total portfolio.
New Purchase: EverCommerce Inc (EVCM)

Wealthgate Family Office, LLC initiated holding in EverCommerce Inc. The purchase prices were between $15.63 and $22.92, with an estimated average price of $18.45. The stock is now traded at around $20.590000. The impact to a portfolio due to this purchase was 8.2%. The holding were 323,527 shares as of 2021-09-30.

New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Wealthgate Family Office, LLC initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.5 and $77.99, with an estimated average price of $75.9. The stock is now traded at around $77.300000. The impact to a portfolio due to this purchase was 2.15%. The holding were 19,050 shares as of 2021-09-30.

New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Wealthgate Family Office, LLC initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.63 and $50.7, with an estimated average price of $50.67. The stock is now traded at around $50.620000. The impact to a portfolio due to this purchase was 1.59%. The holding were 20,378 shares as of 2021-09-30.

New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)

Wealthgate Family Office, LLC initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $158.78 and $176.08, with an estimated average price of $168.18. The stock is now traded at around $160.190000. The impact to a portfolio due to this purchase was 1.3%. The holding were 5,229 shares as of 2021-09-30.

New Purchase: Roblox Corp (RBLX)

Wealthgate Family Office, LLC initiated holding in Roblox Corp. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $82.750000. The impact to a portfolio due to this purchase was 1.01%. The holding were 8,698 shares as of 2021-09-30.

New Purchase: Fox Corp (FOX)

Wealthgate Family Office, LLC initiated holding in Fox Corp. The purchase prices were between $32.6 and $37.25, with an estimated average price of $34.31. The stock is now traded at around $37.930000. The impact to a portfolio due to this purchase was 0.82%. The holding were 14,368 shares as of 2021-09-30.

Added: Goldman Sachs Group Inc (GS)

Wealthgate Family Office, LLC added to a holding in Goldman Sachs Group Inc by 125.81%. The purchase prices were between $354.72 and $419.69, with an estimated average price of $390.6. The stock is now traded at around $414.820000. The impact to a portfolio due to this purchase was 0.76%. The holding were 2,362 shares as of 2021-09-30.

Added: Coinbase Global Inc (COIN)

Wealthgate Family Office, LLC added to a holding in Coinbase Global Inc by 162.79%. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $319.130000. The impact to a portfolio due to this purchase was 0.74%. The holding were 3,411 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.B)

Wealthgate Family Office, LLC added to a holding in Berkshire Hathaway Inc by 46.32%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $289.720000. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,990 shares as of 2021-09-30.



Here is the complete portfolio of Wealthgate Family Office, LLC. Also check out:

1. Wealthgate Family Office, LLC's Undervalued Stocks
2. Wealthgate Family Office, LLC's Top Growth Companies, and
3. Wealthgate Family Office, LLC's High Yield stocks
4. Stocks that Wealthgate Family Office, LLC keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus