Get Premium to unlock powerful stock data

swisspartners Advisors Ltd Buys SPDR Gold Shares ETF, The Mosaic Co, Tapestry Inc, Sells ArcelorMittal SA, TotalEnergies SE, ABB

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
Investment company swisspartners Advisors Ltd (Current Portfolio) buys SPDR Gold Shares ETF, The Mosaic Co, Tapestry Inc, Stellantis NV, AbbVie Inc, sells ArcelorMittal SA, TotalEnergies SE, ABB, Fresenius Medical Care AG. KGaA, Novartis AG during the 3-months ended 2021Q3, according to the most recent filings of the investment company, swisspartners Advisors Ltd. As of 2021Q3, swisspartners Advisors Ltd owns 30 stocks with a total value of $142 million. These are the details of the buys and sells.

For the details of swisspartners Advisors Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/swisspartners+advisors+ltd/current-portfolio/portfolio

These are the top 5 holdings of swisspartners Advisors Ltd
  1. Stellantis NV (STLA) - 674,655 shares, 9.01% of the total portfolio. Shares added by 20.11%
  2. SPDR Gold Shares ETF (GLD) - 70,495 shares, 8.13% of the total portfolio. Shares added by 89.73%
  3. AbbVie Inc (ABBV) - 101,044 shares, 7.65% of the total portfolio. Shares added by 24.32%
  4. Alphabet Inc (GOOGL) - 3,625 shares, 6.80% of the total portfolio. Shares added by 19.09%
  5. Royal Caribbean Group (RCL) - 93,864 shares, 5.86% of the total portfolio. Shares added by 28.24%
New Purchase: The Mosaic Co (MOS)

swisspartners Advisors Ltd initiated holding in The Mosaic Co. The purchase prices were between $28.79 and $36.84, with an estimated average price of $31.98. The stock is now traded at around $36.390000. The impact to a portfolio due to this purchase was 3.5%. The holding were 139,360 shares as of 2021-09-30.

New Purchase: Tapestry Inc (TPR)

swisspartners Advisors Ltd initiated holding in Tapestry Inc. The purchase prices were between $37.02 and $44.7, with an estimated average price of $41.16. The stock is now traded at around $45.190000. The impact to a portfolio due to this purchase was 2.71%. The holding were 104,200 shares as of 2021-09-30.

New Purchase: iShares MSCI Japan ETF (EWJ)

swisspartners Advisors Ltd initiated holding in iShares MSCI Japan ETF. The purchase prices were between $66.26 and $74.12, with an estimated average price of $69.25. The stock is now traded at around $69.590000. The impact to a portfolio due to this purchase was 0.7%. The holding were 14,200 shares as of 2021-09-30.

New Purchase: UBS Group AG (UBS)

swisspartners Advisors Ltd initiated holding in UBS Group AG. The purchase prices were between $14.54 and $17.12, with an estimated average price of $16.19. The stock is now traded at around $18.250000. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,000 shares as of 2021-09-30.

New Purchase: iShares MSCI Switzerland ETF (EWL)

swisspartners Advisors Ltd initiated holding in iShares MSCI Switzerland ETF. The purchase prices were between $46.58 and $51.16, with an estimated average price of $49.65. The stock is now traded at around $50.970000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,795 shares as of 2021-09-30.

New Purchase: Clorox Co (CLX)

swisspartners Advisors Ltd initiated holding in Clorox Co. The purchase prices were between $162.19 and $187.74, with an estimated average price of $172.28. The stock is now traded at around $169.250000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,290 shares as of 2021-09-30.

Added: SPDR Gold Shares ETF (GLD)

swisspartners Advisors Ltd added to a holding in SPDR Gold Shares ETF by 89.73%. The purchase prices were between $161.32 and $171.17, with an estimated average price of $167.4. The stock is now traded at around $174.500000. The impact to a portfolio due to this purchase was 3.85%. The holding were 70,495 shares as of 2021-09-30.

Added: Stellantis NV (STLA)

swisspartners Advisors Ltd added to a holding in Stellantis NV by 20.11%. The purchase prices were between $17.85 and $21.82, with an estimated average price of $19.8. The stock is now traded at around $20.290000. The impact to a portfolio due to this purchase was 1.51%. The holding were 674,655 shares as of 2021-09-30.

Added: AbbVie Inc (ABBV)

swisspartners Advisors Ltd added to a holding in AbbVie Inc by 24.32%. The purchase prices were between $106.4 and $120.78, with an estimated average price of $114.24. The stock is now traded at around $117.350000. The impact to a portfolio due to this purchase was 1.5%. The holding were 101,044 shares as of 2021-09-30.

Added: Western Digital Corp (WDC)

swisspartners Advisors Ltd added to a holding in Western Digital Corp by 35.09%. The purchase prices were between $55.47 and $70.89, with an estimated average price of $62.94. The stock is now traded at around $56.490000. The impact to a portfolio due to this purchase was 1.43%. The holding were 139,208 shares as of 2021-09-30.

Added: Alibaba Group Holding Ltd (BABA)

swisspartners Advisors Ltd added to a holding in Alibaba Group Holding Ltd by 58.18%. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $161.630000. The impact to a portfolio due to this purchase was 1.43%. The holding were 37,483 shares as of 2021-09-30.

Added: LyondellBasell Industries NV (LYB)

swisspartners Advisors Ltd added to a holding in LyondellBasell Industries NV by 32.43%. The purchase prices were between $89.9 and $105.94, with an estimated average price of $98.19. The stock is now traded at around $92.000000. The impact to a portfolio due to this purchase was 1.4%. The holding were 86,973 shares as of 2021-09-30.

Sold Out: ArcelorMittal SA (MT)

swisspartners Advisors Ltd sold out a holding in ArcelorMittal SA. The sale prices were between $29.03 and $36.27, with an estimated average price of $32.68.

Sold Out: TotalEnergies SE (TTE)

swisspartners Advisors Ltd sold out a holding in TotalEnergies SE. The sale prices were between $41.26 and $48.4, with an estimated average price of $44.36.

Sold Out: ABB Ltd (ABB)

swisspartners Advisors Ltd sold out a holding in ABB Ltd. The sale prices were between $33.36 and $37.98, with an estimated average price of $36.31.

Sold Out: Fresenius Medical Care AG & Co. KGaA (FMS)

swisspartners Advisors Ltd sold out a holding in Fresenius Medical Care AG & Co. KGaA. The sale prices were between $34.97 and $41.89, with an estimated average price of $39.09.

Sold Out: Novartis AG (NVS)

swisspartners Advisors Ltd 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: Nokia Oyj (NOK)

swisspartners Advisors Ltd sold out a holding in Nokia Oyj. The sale prices were between $5.35 and $6.29, with an estimated average price of $5.8.



Here is the complete portfolio of swisspartners Advisors Ltd. Also check out:

1. swisspartners Advisors Ltd's Undervalued Stocks
2. swisspartners Advisors Ltd's Top Growth Companies, and
3. swisspartners Advisors Ltd's High Yield stocks
4. Stocks that swisspartners Advisors Ltd keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus