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Knowledge Leaders Capital, LLC Buys SPDR Bloomberg 1-3 Month T-Bill ETF, Raymond James Financial Inc, Charles Schwab Corp, Sells Advanced Drainage Systems Inc, Louisiana-Pacific Corp, AMETEK Inc

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Nov 04, 2021
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Investment company Knowledge Leaders Capital, LLC (Current Portfolio) buys SPDR Bloomberg 1-3 Month T-Bill ETF, Raymond James Financial Inc, Charles Schwab Corp, BOK Financial Corp, FirstCash Inc, sells Advanced Drainage Systems Inc, Louisiana-Pacific Corp, AMETEK Inc, Parker Hannifin Corp, Towne Bank during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Knowledge Leaders Capital, LLC. As of 2021Q3, Knowledge Leaders Capital, LLC owns 106 stocks with a total value of $124 million. These are the details of the buys and sells.

For the details of Knowledge Leaders Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/knowledge+leaders+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Knowledge Leaders Capital, LLC
  1. Schwab U.S. Tips ETF (SCHP) - 329,957 shares, 16.67% of the total portfolio.
  2. Church & Dwight Co Inc (CHD) - 34,104 shares, 2.27% of the total portfolio. Shares added by 1.20%
  3. Agilent Technologies Inc (A) - 16,443 shares, 2.09% of the total portfolio. Shares added by 0.49%
  4. ASML Holding NV (ASML) - 3,444 shares, 2.07% of the total portfolio. Shares added by 1.20%
  5. Tractor Supply Co (TSCO) - 10,462 shares, 1.71% of the total portfolio. Shares added by 0.56%
New Purchase: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Knowledge Leaders Capital, LLC initiated holding in SPDR Bloomberg 1-3 Month T-Bill ETF. The purchase prices were between $91.45 and $91.48, with an estimated average price of $91.46. The stock is now traded at around $91.440000. The impact to a portfolio due to this purchase was 1.17%. The holding were 15,790 shares as of 2021-09-30.

New Purchase: Raymond James Financial Inc (RJF)

Knowledge Leaders Capital, LLC initiated holding in Raymond James Financial Inc. The purchase prices were between $82.69 and $95.33, with an estimated average price of $89.6. The stock is now traded at around $99.820000. The impact to a portfolio due to this purchase was 0.72%. The holding were 9,730 shares as of 2021-09-30.

New Purchase: Charles Schwab Corp (SCHW)

Knowledge Leaders Capital, LLC initiated holding in Charles Schwab Corp. The purchase prices were between $66.68 and $77.38, with an estimated average price of $71.45. The stock is now traded at around $80.540000. The impact to a portfolio due to this purchase was 0.7%. The holding were 11,980 shares as of 2021-09-30.

New Purchase: BOK Financial Corp (BOKF)

Knowledge Leaders Capital, LLC initiated holding in BOK Financial Corp. The purchase prices were between $78.32 and $91.93, with an estimated average price of $85.61. The stock is now traded at around $106.835000. The impact to a portfolio due to this purchase was 0.68%. The holding were 9,450 shares as of 2021-09-30.

New Purchase: FirstCash Inc (FCFS)

Knowledge Leaders Capital, LLC initiated holding in FirstCash Inc. The purchase prices were between $73.7 and $89.36, with an estimated average price of $82.71. The stock is now traded at around $85.970000. The impact to a portfolio due to this purchase was 0.67%. The holding were 9,550 shares as of 2021-09-30.

New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Knowledge Leaders Capital, LLC initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $114.88 and $118.02, with an estimated average price of $116.77. The stock is now traded at around $115.040000. The impact to a portfolio due to this purchase was 0.54%. The holding were 5,750 shares as of 2021-09-30.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Knowledge Leaders Capital, LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 51.92%. The purchase prices were between $86.08 and $86.29, with an estimated average price of $86.19. The stock is now traded at around $85.945000. The impact to a portfolio due to this purchase was 0.47%. The holding were 19,842 shares as of 2021-09-30.

Sold Out: Advanced Drainage Systems Inc (WMS)

Knowledge Leaders Capital, LLC sold out a holding in Advanced Drainage Systems Inc. The sale prices were between $105.78 and $122.4, with an estimated average price of $115.1.

Sold Out: Louisiana-Pacific Corp (LPX)

Knowledge Leaders Capital, LLC sold out a holding in Louisiana-Pacific Corp. The sale prices were between $51.31 and $65.34, with an estimated average price of $59.03.

Sold Out: AMETEK Inc (AME)

Knowledge Leaders Capital, LLC sold out a holding in AMETEK Inc. The sale prices were between $124.01 and $139.05, with an estimated average price of $134.36.

Sold Out: Towne Bank (TOWN)

Knowledge Leaders Capital, LLC sold out a holding in Towne Bank. The sale prices were between $28.46 and $31.63, with an estimated average price of $30.08.

Sold Out: First Citizens BancShares Inc (FCNCA)

Knowledge Leaders Capital, LLC sold out a holding in First Citizens BancShares Inc. The sale prices were between $744.8 and $907.04, with an estimated average price of $831.84.

Sold Out: Schlumberger Ltd (SLB)

Knowledge Leaders Capital, LLC sold out a holding in Schlumberger Ltd. The sale prices were between $26.44 and $33.07, with an estimated average price of $28.7.



Here is the complete portfolio of Knowledge Leaders Capital, LLC. Also check out:

1. Knowledge Leaders Capital, LLC's Undervalued Stocks
2. Knowledge Leaders Capital, LLC's Top Growth Companies, and
3. Knowledge Leaders Capital, LLC's High Yield stocks
4. Stocks that Knowledge Leaders Capital, LLC keeps buying
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