Get Premium to unlock powerful stock data

Institute for Wealth Management, LLC. Buys Canadian Pacific Railway, iShares Russell 2000 ETF, KLA Corp, Sells , Vanguard Communication Services ETF, Shopify Inc

Author's Avatar
insider
Jan 21, 2022
Article's Main Image
Denver, CO, based Investment company Institute for Wealth Management, LLC. (Current Portfolio) buys Canadian Pacific Railway, iShares Russell 2000 ETF, KLA Corp, iShares ESG Aware U.S. Aggregate Bond ETF, Discovery Inc, sells , Vanguard Communication Services ETF, Shopify Inc, Vanguard FTSE Emerging Markets ETF, Vanguard Value ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Institute for Wealth Management, LLC.. As of 2021Q4, Institute for Wealth Management, LLC. owns 491 stocks with a total value of $614 million. These are the details of the buys and sells.

For the details of Institute for Wealth Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/institute+for+wealth+management%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Institute for Wealth Management, LLC.
  1. Apple Inc (AAPL) - 136,542 shares, 3.95% of the total portfolio. Shares reduced by 0.57%
  2. NVIDIA Corp (NVDA) - 74,704 shares, 3.58% of the total portfolio. Shares reduced by 0.48%
  3. Microsoft Corp (MSFT) - 52,793 shares, 2.89% of the total portfolio. Shares reduced by 0.5%
  4. Amazon.com Inc (AMZN) - 3,915 shares, 2.13% of the total portfolio. Shares added by 0.93%
  5. Adobe Inc (ADBE) - 20,100 shares, 1.86% of the total portfolio. Shares added by 0.61%
New Purchase: Canadian Pacific Railway Ltd (CP)

Institute for Wealth Management, LLC. initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $74.630000. The impact to a portfolio due to this purchase was 0.33%. The holding were 28,359 shares as of 2021-12-31.

New Purchase: iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)

Institute for Wealth Management, LLC. initiated holding in iShares ESG Aware U.S. Aggregate Bond ETF. The purchase prices were between $54.47 and $55.37, with an estimated average price of $54.93. The stock is now traded at around $53.990000. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,495 shares as of 2021-12-31.

New Purchase: Cloudflare Inc (NET)

Institute for Wealth Management, LLC. initiated holding in Cloudflare Inc. The purchase prices were between $115.73 and $217.25, with an estimated average price of $168.37. The stock is now traded at around $88.550000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,235 shares as of 2021-12-31.

New Purchase: Dollar Tree Inc (DLTR)

Institute for Wealth Management, LLC. initiated holding in Dollar Tree Inc. The purchase prices were between $97.11 and $146.61, with an estimated average price of $122.44. The stock is now traded at around $126.230000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,114 shares as of 2021-12-31.

New Purchase: iShares Global Infrastructure ETF (IGF)

Institute for Wealth Management, LLC. initiated holding in iShares Global Infrastructure ETF. The purchase prices were between $44.53 and $47.91, with an estimated average price of $46.65. The stock is now traded at around $47.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,700 shares as of 2021-12-31.

New Purchase: Ciena Corp (CIEN)

Institute for Wealth Management, LLC. initiated holding in Ciena Corp. The purchase prices were between $51.73 and $77.6, with an estimated average price of $62.06. The stock is now traded at around $64.910000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,898 shares as of 2021-12-31.

Added: iShares Russell 2000 ETF (IWM)

Institute for Wealth Management, LLC. added to a holding in iShares Russell 2000 ETF by 75.18%. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $196.990000. The impact to a portfolio due to this purchase was 0.14%. The holding were 8,859 shares as of 2021-12-31.

Added: KLA Corp (KLAC)

Institute for Wealth Management, LLC. added to a holding in KLA Corp by 92.06%. The purchase prices were between $319.55 and $440.17, with an estimated average price of $387.65. The stock is now traded at around $373.030000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,856 shares as of 2021-12-31.

Added: Discovery Inc (DISCK)

Institute for Wealth Management, LLC. added to a holding in Discovery Inc by 234.71%. The purchase prices were between $21.68 and $27.27, with an estimated average price of $24.08. The stock is now traded at around $25.530000. The impact to a portfolio due to this purchase was 0.08%. The holding were 30,044 shares as of 2021-12-31.

Added: Twilio Inc (TWLO)

Institute for Wealth Management, LLC. added to a holding in Twilio Inc by 75.84%. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $192.060000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,916 shares as of 2021-12-31.

Added: Nuveen ESG Large-Cap Growth ETF (NULG)

Institute for Wealth Management, LLC. added to a holding in Nuveen ESG Large-Cap Growth ETF by 37.45%. The purchase prices were between $61.67 and $70.5, with an estimated average price of $67.3. The stock is now traded at around $58.760000. The impact to a portfolio due to this purchase was 0.07%. The holding were 21,179 shares as of 2021-12-31.

Added: WisdomTree U.S. Total Dividend Fund (DTD)

Institute for Wealth Management, LLC. added to a holding in WisdomTree U.S. Total Dividend Fund by 99.49%. The purchase prices were between $58.64 and $64.77, with an estimated average price of $62.01. The stock is now traded at around $62.560000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,704 shares as of 2021-12-31.

Sold Out: (KSU)

Institute for Wealth Management, LLC. sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: Vanguard Communication Services ETF (VOX)

Institute for Wealth Management, LLC. sold out a holding in Vanguard Communication Services ETF. The sale prices were between $128.91 and $144.56, with an estimated average price of $138.65.

Sold Out: Shopify Inc (SHOP)

Institute for Wealth Management, LLC. sold out a holding in Shopify Inc. The sale prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14.

Sold Out: Discovery Inc (DISCA)

Institute for Wealth Management, LLC. sold out a holding in Discovery Inc. The sale prices were between $22.26 and $28.23, with an estimated average price of $24.88.

Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)

Institute for Wealth Management, LLC. sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $57.97 and $62.96, with an estimated average price of $60.63.

Sold Out: Vanguard Industrials ETF (VIS)

Institute for Wealth Management, LLC. sold out a holding in Vanguard Industrials ETF. The sale prices were between $189.13 and $206.87, with an estimated average price of $199.52.



Here is the complete portfolio of Institute for Wealth Management, LLC.. Also check out:

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

GuruFocus Screeners

Related Articles

Q&A with Gurus