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Welch Capital Partners Llc Buys Invesco S&P 500 Equal Weight ETF, Rockwell Automation Inc, Sells Alibaba Group Holding, Meta Platforms Inc

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Nov 04, 2021
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Investment company Welch Capital Partners Llc (Current Portfolio) buys Invesco S&P 500 Equal Weight ETF, Rockwell Automation Inc, sells Alibaba Group Holding, Meta Platforms Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Welch Capital Partners Llc. As of 2021Q3, Welch Capital Partners Llc owns 21 stocks with a total value of $413 million. These are the details of the buys and sells.
  • New Purchases: ROK,
  • Added Positions: RSP,
  • Reduced Positions: BX, FB,
  • Sold Out: BABA,

For the details of WELCH CAPITAL PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/welch+capital+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of WELCH CAPITAL PARTNERS LLC
  1. Vanguard S&P 500 ETF (VOO) - 384,193 shares, 36.72% of the total portfolio. Shares reduced by 0.15%
  2. S&P 500 ETF TRUST ETF (SPY) - 230,757 shares, 24.00% of the total portfolio. Shares reduced by 0.06%
  3. Blackstone Inc (BX) - 305,986 shares, 8.63% of the total portfolio. Shares reduced by 11.84%
  4. Invesco S&P 500 Equal Weight ETF (RSP) - 176,733 shares, 6.42% of the total portfolio. Shares added by 27.29%
  5. Alphabet Inc (GOOG) - 9,418 shares, 6.08% of the total portfolio.
New Purchase: Rockwell Automation Inc (ROK)

Welch Capital Partners Llc initiated holding in Rockwell Automation Inc. The purchase prices were between $284 and $327.14, with an estimated average price of $306.95. The stock is now traded at around $341.930200. The impact to a portfolio due to this purchase was 0.05%. The holding were 696 shares as of 2021-09-30.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

Welch Capital Partners Llc added to a holding in Invesco S&P 500 Equal Weight ETF by 27.29%. The purchase prices were between $146.61 and $157.39, with an estimated average price of $153.1. The stock is now traded at around $160.710000. The impact to a portfolio due to this purchase was 1.38%. The holding were 176,733 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Welch Capital Partners Llc sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.



Here is the complete portfolio of WELCH CAPITAL PARTNERS LLC. Also check out:

1. WELCH CAPITAL PARTNERS LLC's Undervalued Stocks
2. WELCH CAPITAL PARTNERS LLC's Top Growth Companies, and
3. WELCH CAPITAL PARTNERS LLC's High Yield stocks
4. Stocks that WELCH CAPITAL PARTNERS LLC keeps buying
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