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Great Point Wealth Advisors, LLC Buys WisdomTree U.S. MidCap Fund, Vroom Inc, PepsiCo Inc, Sells JP MORGAN ETF TRUS, Surgery Partners Inc, IQVIA Holdings Inc

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Nov 03, 2021
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Investment company Great Point Wealth Advisors, LLC (Current Portfolio) buys WisdomTree U.S. MidCap Fund, Vroom Inc, PepsiCo Inc, sells JP MORGAN ETF TRUS, Surgery Partners Inc, IQVIA Holdings Inc, Vanguard Short-Term Government Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Great Point Wealth Advisors, LLC. As of 2021Q3, Great Point Wealth Advisors, LLC owns 50 stocks with a total value of $291 million. These are the details of the buys and sells.

For the details of Great Point Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/great+point+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Great Point Wealth Advisors, LLC
  1. GLDMN SACHS ETF TR (GSIE) - 934,687 shares, 10.98% of the total portfolio. Shares added by 2.37%
  2. Vanguard Total Stock Market ETF (VTI) - 115,861 shares, 8.84% of the total portfolio. Shares reduced by 1.59%
  3. iShares 1-3 Year Treasury Bond ETF (SHY) - 272,569 shares, 8.07% of the total portfolio. Shares added by 1.82%
  4. Avantis U.S. Equity ETF (AVUS) - 297,335 shares, 7.53% of the total portfolio. Shares added by 16.47%
  5. HARTFORD FUNDS EXC (HTRB) - 514,754 shares, 7.21% of the total portfolio. Shares added by 3.60%
Added: WisdomTree U.S. MidCap Fund (EZM)

Great Point Wealth Advisors, LLC added to a holding in WisdomTree U.S. MidCap Fund by 23.05%. The purchase prices were between $49.54 and $53.94, with an estimated average price of $52.36. The stock is now traded at around $56.230000. The impact to a portfolio due to this purchase was 1.11%. The holding were 332,881 shares as of 2021-09-30.

Added: Vroom Inc (VRM)

Great Point Wealth Advisors, LLC added to a holding in Vroom Inc by 161.69%. The purchase prices were between $22.07 and $42.98, with an estimated average price of $31.92. The stock is now traded at around $19.860000. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,206 shares as of 2021-09-30.

Added: PepsiCo Inc (PEP)

Great Point Wealth Advisors, LLC added to a holding in PepsiCo Inc by 21.70%. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $164.300000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,434 shares as of 2021-09-30.

Sold Out: JP MORGAN ETF TRUS (JPST)

Great Point Wealth Advisors, LLC sold out a holding in JP MORGAN ETF TRUS. The sale prices were between $50.63 and $50.7, with an estimated average price of $50.67.

Sold Out: Surgery Partners Inc (SGRY)

Great Point Wealth Advisors, LLC sold out a holding in Surgery Partners Inc. The sale prices were between $41.9 and $65.33, with an estimated average price of $51.25.

Sold Out: IQVIA Holdings Inc (IQV)

Great Point Wealth Advisors, LLC sold out a holding in IQVIA Holdings Inc. The sale prices were between $239.54 and $265.23, with an estimated average price of $252.52.



Here is the complete portfolio of Great Point Wealth Advisors, LLC. Also check out:

1. Great Point Wealth Advisors, LLC's Undervalued Stocks
2. Great Point Wealth Advisors, LLC's Top Growth Companies, and
3. Great Point Wealth Advisors, LLC's High Yield stocks
4. Stocks that Great Point Wealth Advisors, LLC keeps buying
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