Amgen – Feb 10, 2021 – Vista Capital Partners, Inc. Buys Nike Inc, Alpine Immune Sciences Inc, Colgate-Palmolive Co, Sells Tesla Inc, Shopify Inc, Amgen Inc
Portland, OR, based Investment company Vista Capital Partners, Inc. (Current Portfolio) buys Nike Inc, Alpine Immune Sciences Inc, Colgate-Palmolive Co, SVB Financial Group, BTC iShares S&P Small-Cap 600 Value ETF, sells Tesla Inc, Shopify Inc, Amgen Inc, Kimberly-Clark Corp, Facebook Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Vista Capital Partners, Inc.. As of 2020Q4, Vista Capital Partners, Inc. owns 61 stocks with a total value of $603 million. These are the details of the buys and sells.
- New Purchases: ALPN, CL, SIVB,
- Added Positions: NKE, VNQ, AAPL, IJS, IWP, VGIT, IBM, TIP, UPS, VNQI,
- Reduced Positions: VTI, VUG, VB, SPY, SHOP, SCHH, IWF, SCHB, VBR, ITOT, SCHA, SCHF, VV, SCHV, SCHR, APD, SCHE, IWC, IWM, IVV, IEI, SCHC, NWN, JNJ, JCTCF, JPM, IWD, SYK, UNP, EFA, IJH, BRK.A,
- Sold Out: (TSLA), AMGN, KMB, FB,
For the details of VISTA CAPITAL PARTNERS, INC.’s stock buys and sells,
go to https://www.gurufocus.com/guru/vista+capital+partners%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of VISTA CAPITAL PARTNERS, INC.
- Vanguard Total Stock Market ETF (VTI) – 1,077,753 shares, 34.77% of the total portfolio. Shares reduced by 4.94%
- Vanguard Value ETF (VTV) – 1,029,045 shares, 20.29% of the total portfolio. Shares reduced by 0.99%
- Vanguard Growth ETF (VUG) – 316,112 shares, 13.27% of the total portfolio. Shares reduced by 8.83%
- Vanguard Real Estate Index Fund ETF (VNQ) – 869,792 shares, 12.24% of the total portfolio. Shares added by 1.24%
- Vanguard Small Cap ETF (VB) – 338,924 shares, 10.94% of the total portfolio. Shares reduced by 6.43%
New Purchase: Alpine Immune Sciences Inc (ALPN)
Vista Capital Partners, Inc. initiated holding in Alpine Immune Sciences Inc. The purchase prices were between $7.42 and $15.96, with an estimated average price of $9.83. The stock is now traded at around $13.000000. The impact to a portfolio due to this purchase was 0.07%. The holding were 34,304 shares as of 2020-12-31.
New Purchase: Colgate-Palmolive Co (CL)
Vista Capital Partners, Inc. initiated holding in Colgate-Palmolive Co. The purchase prices were between $76.67 and $86.26, with an estimated average price of $82.78. The stock is now traded at around $78.910000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,479 shares as of 2020-12-31.
New Purchase: SVB Financial Group (SIVB)
Vista Capital Partners, Inc. initiated holding in SVB Financial Group. The purchase prices were between $245.65 and $387.83, with an estimated average price of $325.27. The stock is now traded at around $500.860000. The impact to a portfolio due to this purchase was 0.04%. The holding were 672 shares as of 2020-12-31.
Added: Nike Inc (NKE)
Vista Capital Partners, Inc. added to a holding in Nike Inc by 71.01%. The purchase prices were between $120.08 and $144.02, with an estimated average price of $132.58. The stock is now traded at around $141.810000. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,727 shares as of 2020-12-31.
Added: BTC iShares S&P Small-Cap 600 Value ETF (IJS)
Vista Capital Partners, Inc. added to a holding in BTC iShares S&P Small-Cap 600 Value ETF by 100.00%. The purchase prices were between $63.13 and $81.5, with an estimated average price of $72.84. The stock is now traded at around $93.490000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,980 shares as of 2020-12-31.
Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)
Vista Capital Partners, Inc. added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 88.17%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $109.700000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,958 shares as of 2020-12-31.
Vista Capital Partners, Inc. sold out a holding in Tesla Inc. The sale prices were between $388.04 and $705.67, with an estimated average price of $512.96.
Sold Out: Amgen Inc (AMGN)
Vista Capital Partners, Inc. sold out a holding in Amgen Inc. The sale prices were between $216.38 and $257.67, with an estimated average price of $230.16.
Sold Out: Kimberly-Clark Corp (KMB)
Vista Capital Partners, Inc. sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.59 and $154.32, with an estimated average price of $139.89.
Sold Out: Facebook Inc (FB)
Vista Capital Partners, Inc. sold out a holding in Facebook Inc. The sale prices were between $258.12 and $294.68, with an estimated average price of $274.26.
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