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Arlington Financial Advisors, LLC Buys West Pharmaceutical Services Inc, Workiva Inc, Sells Exxon Mobil Corp, 3M Co, Johnson & Johnson

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Nov 12, 2021
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Investment company Arlington Financial Advisors, LLC (Current Portfolio) buys West Pharmaceutical Services Inc, Workiva Inc, sells Exxon Mobil Corp, 3M Co, Johnson & Johnson, Allstate Corp, General Electric Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Arlington Financial Advisors, LLC. As of 2021Q3, Arlington Financial Advisors, LLC owns 61 stocks with a total value of $255 million. These are the details of the buys and sells.

For the details of Arlington Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/arlington+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Arlington Financial Advisors, LLC
  1. Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 552,631 shares, 11.67% of the total portfolio. Shares added by 0.04%
  2. iShares S&P Global Clean Energy Index Fund (ICLN) - 1,136,648 shares, 9.63% of the total portfolio. Shares added by 2.05%
  3. Schwab Fundamental U.S. Small Company Index ETF (FNDA) - 318,540 shares, 6.57% of the total portfolio. Shares added by 0.60%
  4. Schwab Fundamental International Large Company Ind (FNDF) - 508,105 shares, 6.53% of the total portfolio. Shares added by 0.85%
  5. Apple Inc (AAPL) - 94,352 shares, 5.23% of the total portfolio. Shares reduced by 13.93%
New Purchase: West Pharmaceutical Services Inc (WST)

Arlington Financial Advisors, LLC initiated holding in West Pharmaceutical Services Inc. The purchase prices were between $363.01 and $468.47, with an estimated average price of $421.36. The stock is now traded at around $417.730000. The impact to a portfolio due to this purchase was 0.09%. The holding were 554 shares as of 2021-09-30.

New Purchase: Workiva Inc (WK)

Arlington Financial Advisors, LLC initiated holding in Workiva Inc. The purchase prices were between $113.04 and $154.12, with an estimated average price of $135.39. The stock is now traded at around $156.240000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,500 shares as of 2021-09-30.

Sold Out: 3M Co (MMM)

Arlington Financial Advisors, LLC sold out a holding in 3M Co. The sale prices were between $175.42 and $202.83, with an estimated average price of $193.88.

Sold Out: Allstate Corp (ALL)

Arlington Financial Advisors, LLC sold out a holding in Allstate Corp. The sale prices were between $127.31 and $137.87, with an estimated average price of $132.2.

Sold Out: General Electric Co (GE)

Arlington Financial Advisors, LLC 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: Editas Medicine Inc (EDIT)

Arlington Financial Advisors, LLC sold out a holding in Editas Medicine Inc. The sale prices were between $39.27 and $72.94, with an estimated average price of $55.

Sold Out: Kimberly-Clark Corp (KMB)

Arlington Financial Advisors, LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.43 and $141.49, with an estimated average price of $136.06.

Sold Out: Appian Corp (APPN)

Arlington Financial Advisors, LLC sold out a holding in Appian Corp. The sale prices were between $91.98 and $138.15, with an estimated average price of $111.18.



Here is the complete portfolio of Arlington Financial Advisors, LLC. Also check out:

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