Legacy Wealth Asset Management, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
683 BIELENBERG DRIVE WOODBURY, MN 55125
As of the latest 13F report, the guru’s equity portfolio contained 325 stocks valued at a total of $247.00Mil. The top holdings were BHG(3.31%), TSM(2.28%), and MLPA(2.13%).
According to GuruFocus data, these were Legacy Wealth Asset Management, LLC’s top five trades of the quarter.
Tesla Inc
The guru established a new position worth 3,905 shares in NAS:TSLA, giving the stock a 1.07% weight in the equity portfolio. Shares traded for an average price of $822.98 during the quarter.
On 07/19/2022, Tesla Inc traded for a price of $730.1936 per share and a market cap of $747.90Bil. The stock has returned 12.02% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 97.92, a price-book ratio of 21.93, a EV-to-Ebitda ratio of 56.84 and a price-sales ratio of 13.15.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.
Check Point Software Technologies Ltd
The guru sold out of their 14,421-share investment in NAS:CHKP. Previously, the stock had a 0.71% weight in the equity portfolio. Shares traded for an average price of $128.5 during the quarter.
On 07/19/2022, Check Point Software Technologies Ltd traded for a price of $122.27 per share and a market cap of $15.63Bil. The stock has returned 0.95% over the past year.
GuruFocus gives the company a financial strength rating of 10 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Check Point Software Technologies Ltd has a price-earnings ratio of 25.63, a price-book ratio of 4.97, a price-earnings-to-growth (PEG) ratio of 4.07, a EV-to-Ebitda ratio of 15.02 and a price-sales ratio of 7.34.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.
iShares 0-3 Month Treasury Bond ETF
The guru established a new position worth 13,392 shares in ARCA:SGOV, giving the stock a 0.54% weight in the equity portfolio. Shares traded for an average price of $99.95 during the quarter.
On 07/19/2022, iShares 0-3 Month Treasury Bond ETF traded for a price of $100.0791 per share and a market cap of $3.71Bil. The stock has returned 0.23% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
ING Groep NV
The guru established a new position worth 127,243 shares in NYSE:ING, giving the stock a 0.51% weight in the equity portfolio. Shares traded for an average price of $10.22 during the quarter.
On 07/19/2022, ING Groep NV traded for a price of $9.315 per share and a market cap of $33.58Bil. The stock has returned -17.06% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, ING Groep NV has a price-earnings ratio of 8.14, a price-book ratio of 0.62, a price-earnings-to-growth (PEG) ratio of 4.05 and a price-sales ratio of 1.85.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
Bright Health Group Inc
Legacy Wealth Asset Management, LLC reduced their investment in NYSE:BHG by 665,854 shares. The trade had a 0.46% impact on the equity portfolio. During the quarter, the stock traded for an average price of $1.82.
On 07/19/2022, Bright Health Group Inc traded for a price of $1.7854 per share and a market cap of $1.10Bil. The stock has returned -87.27% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Bright Health Group Inc has a price-book ratio of 1.14 and a price-sales ratio of 0.15.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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