- New Purchases: SGOV, DXJ, STX, SGTX, IAU, ASGN, BKNG, ZTR, ZTR, VGSH,
- Added Positions: KRON, XOM, VZ, ASPN, XLI, XLY, SPGI, AMT, GS, NAD, XLV, INTU, VIG, BAC, BLK, IHI, KBWB, CAT, BYND, LTHM, IEFA, V, FSLR, MAR, TSM, QCOM, T, IBM, GSK, NEE, EXAS, CCI, FIS, BA, BIIB, ALB, APD,
- Reduced Positions: IVV, IEF, VGIT, SPYX, AAPL, ADI, LSXMK, MSFT, AMZN, USMV, SPY, IWM, INTC, PXJ, LLY, MRK, AA, AFL, AMGN, ADP, BMY, CVX, CSCO, GLW, DHR, HOLX, ILMN, JPM, JNJ, MCD, NVDA, PFE, PG, UNP, RTX, VRTX, MA, EVBG, DVY, EEM, EQAL, IJR, IVE, PRF, VOO, ACN, ADBE, AXP, AMP, AON, BP, CSX, CVS, CI, CTSH, CL, STZ, COST, DRI, ECL, EMR, MTCH, KMB, MDLZ, KR, MCK, MCO, MS, NKE, NSC, PNC, PAYX, PEG, SBUX, STT, SYK, TJX, USB, UNH, VFC, WMT, WBA, DIS, WFC, ZBH, EBAY, ULTA, PANW, HLT, CDK, CLDR, OTIS, ACWI, BSV, EFG, FDN, FNDX, GLDM, ICF, IJH, IJJ, IJT, IWB, IWO, IWR, KIE, MDY, SCHP, SCHX, SDY, SHY, VCIT, VEA, VUG, XLF, XME,
- Sold Out: GE, BFAM, AKAM, RDFN, CRSP, MXIM, NVS, BHP, NTNX, RUN, TMUS, VMC, VTRS, INFO, CLX, CIEN, NVG, SCHA, SCHC, SCHE, SCHF, SCHH, SCHR, SPIB, TFI, USRT, VB, VMBS, VNQI, VSS, PXH, PRFZ, PDN, MUB, IUSV, IUSG, IEI, HDV, FTCS, FNDF, FNDE, FNDC, FNDA, EBND,
For the details of Choate Investment Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/choate+investment+advisors/current-portfolio/portfolio
These are the top 5 holdings of Choate Investment Advisors- iShares Core S&P 500 ETF (IVV) - 1,002,789 shares, 27.57% of the total portfolio. Shares reduced by 9.53%
- Invesco S&P 500 Equal Weight ETF (RSP) - 1,814,137 shares, 17.34% of the total portfolio. Shares reduced by 0.18%
- SSGA SPDR S&P 500 Fossil Fuel Free ETF (SPYX) - 961,359 shares, 6.52% of the total portfolio. Shares reduced by 10.82%
- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 1,510,723 shares, 6.51% of the total portfolio. Shares reduced by 18.95%
- iShares 0-3 Month Treasury Bond ETF (SGOV) - 528,852 shares, 3.38% of the total portfolio. New Position
Choate Investment Advisors initiated holding in iShares 0-3 Month Treasury Bond ETF. The purchase prices were between $100 and $100.02, with an estimated average price of $100.02. The stock is now traded at around $100.020000. The impact to a portfolio due to this purchase was 3.38%. The holding were 528,852 shares as of 2021-09-30.
New Purchase: WisdomTree Japan Hedged Equity Fund (DXJ)Choate Investment Advisors initiated holding in WisdomTree Japan Hedged Equity Fund. The purchase prices were between $58.78 and $65.12, with an estimated average price of $61.56. The stock is now traded at around $64.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,042 shares as of 2021-09-30.
New Purchase: iShares Gold Trust (IAU)Choate Investment Advisors initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $34.100000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,106 shares as of 2021-09-30.
New Purchase: Sigilon Therapeutics Inc (SGTX)Choate Investment Advisors initiated holding in Sigilon Therapeutics Inc. The purchase prices were between $4.42 and $10.61, with an estimated average price of $5.98. The stock is now traded at around $5.320000. The impact to a portfolio due to this purchase was 0.02%. The holding were 66,666 shares as of 2021-09-30.
New Purchase: Seagate Technology Holdings PLC (STX)Choate Investment Advisors initiated holding in Seagate Technology Holdings PLC. The purchase prices were between $81.57 and $94.13, with an estimated average price of $87.06. The stock is now traded at around $95.300000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,265 shares as of 2021-09-30.
New Purchase: Virtus Total Return Fund Inc (ZTR)Choate Investment Advisors initiated holding in Virtus Total Return Fund Inc. The purchase prices were between $9.22 and $9.95, with an estimated average price of $9.67. The stock is now traded at around $9.660000. The impact to a portfolio due to this purchase was 0.01%. The holding were 12,329 shares as of 2021-09-30.
Added: Verizon Communications Inc (VZ)Choate Investment Advisors added to a holding in Verizon Communications Inc by 30.67%. The purchase prices were between $54.01 and $56.55, with an estimated average price of $55.34. The stock is now traded at around $51.850000. The impact to a portfolio due to this purchase was 0.04%. The holding were 50,713 shares as of 2021-09-30.
Added: Aspen Aerogels Inc (ASPN)Choate Investment Advisors added to a holding in Aspen Aerogels Inc by 96.51%. The purchase prices were between $30.91 and $46.59, with an estimated average price of $39.64. The stock is now traded at around $52.460000. The impact to a portfolio due to this purchase was 0.03%. The holding were 20,362 shares as of 2021-09-30.
Added: American Tower Corp (AMT)Choate Investment Advisors added to a holding in American Tower Corp by 27.70%. The purchase prices were between $265.41 and $303.62, with an estimated average price of $285.13. The stock is now traded at around $278.950000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,633 shares as of 2021-09-30.
Added: iShares U.S. Medical Devices ETF (IHI)Choate Investment Advisors added to a holding in iShares U.S. Medical Devices ETF by 500.00%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $65.540000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,290 shares as of 2021-09-30.
Added: Intuit Inc (INTU)Choate Investment Advisors added to a holding in Intuit Inc by 48.12%. The purchase prices were between $491.05 and $577.92, with an estimated average price of $538.69. The stock is now traded at around $625.680000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,262 shares as of 2021-09-30.
Added: Nuveen Quality Municipal Income Fund (NAD)Choate Investment Advisors added to a holding in Nuveen Quality Municipal Income Fund by 55.02%. The purchase prices were between $15.6 and $16.43, with an estimated average price of $16.2. The stock is now traded at around $15.890000. The impact to a portfolio due to this purchase was 0.01%. The holding were 32,400 shares as of 2021-09-30.
Sold Out: General Electric Co (GE)Choate Investment Advisors sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.
Sold Out: Bright Horizons Family Solutions Inc (BFAM)Choate Investment Advisors sold out a holding in Bright Horizons Family Solutions Inc. The sale prices were between $139.42 and $155.26, with an estimated average price of $146.8.
Sold Out: (MXIM)Choate Investment Advisors sold out a holding in . The sale prices were between $96.12 and $106.63, with an estimated average price of $100.35.
Sold Out: Novartis AG (NVS)Choate Investment Advisors sold out a holding in Novartis AG. The sale prices were between $81.78 and $95.14, with an estimated average price of $90.02.
Sold Out: CRISPR Therapeutics AG (CRSP)Choate Investment Advisors sold out a holding in CRISPR Therapeutics AG. The sale prices were between $110.2 and $156.64, with an estimated average price of $126.
Sold Out: Akamai Technologies Inc (AKAM)Choate Investment Advisors sold out a holding in Akamai Technologies Inc. The sale prices were between $104.59 and $119.92, with an estimated average price of $114.31.
Here is the complete portfolio of Choate Investment Advisors. Also check out:
1. Choate Investment Advisors's Undervalued Stocks
2. Choate Investment Advisors's Top Growth Companies, and
3. Choate Investment Advisors's High Yield stocks
4. Stocks that Choate Investment Advisors keeps buying