Choate Investment Advisors Buys iShares 0-3 Month Treasury Bond ETF, Verizon Communications Inc, WisdomTree Japan Hedged Equity Fund, Sells iShares 7-10 Year Treasury Bond ETF, Analog Devices Inc, Liberty SiriusXM Group

Boston, MA, based Investment company Choate Investment Advisors (Current Portfolio) buys iShares 0-3 Month Treasury Bond ETF, Verizon Communications Inc, WisdomTree Japan Hedged Equity Fund, Aspen Aerogels Inc, American Tower Corp, sells iShares 7-10 Year Treasury Bond ETF, Analog Devices Inc, Liberty SiriusXM Group, BTC iShares MSCI USA Min Vol Factor ETF, iShares Russell 2000 ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Choate Investment Advisors. As of 2021Q3, Choate Investment Advisors owns 306 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

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
  1. iShares Core S&P 500 ETF (IVV) - 1,002,789 shares, 27.57% of the total portfolio. Shares reduced by 9.53%
  2. Invesco S&P 500 Equal Weight ETF (RSP) - 1,814,137 shares, 17.34% of the total portfolio. Shares reduced by 0.18%
  3. SSGA SPDR S&P 500 Fossil Fuel Free ETF (SPYX) - 961,359 shares, 6.52% of the total portfolio. Shares reduced by 10.82%
  4. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 1,510,723 shares, 6.51% of the total portfolio. Shares reduced by 18.95%
  5. iShares 0-3 Month Treasury Bond ETF (SGOV) - 528,852 shares, 3.38% of the total portfolio. New Position
New Purchase: iShares 0-3 Month Treasury Bond ETF (SGOV)

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.



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