Jan 29, 2021 – Great Point Wealth Advisors, LLC Buys SPDR Portfolio Short Term Corporate Bond ETF, iShares 1-3 Year Treasury Bond ETF, Stellantis NV, Sells Vanguard Short-Term Government Bond ETF, SPDR Portfolio Short Term Treasury ETF, Direxion Daily S&P 500 Bear 3X Sh
Investment company Great Point Wealth Advisors, LLC (Current Portfolio) buys SPDR Portfolio Short Term Corporate Bond ETF, iShares 1-3 Year Treasury Bond ETF, Stellantis NV, BTC iShares S&P 500 Growth ETF, WisdomTree U.S. MidCap Fund, sells Vanguard Short-Term Government Bond ETF, SPDR Portfolio Short Term Treasury ETF, Direxion Daily S&P 500 Bear 3X Shares, Euronav NV, DHT Holdings Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Great Point Wealth Advisors, LLC. As of 2020Q4, Great Point Wealth Advisors, LLC owns 44 stocks with a total value of $201 million. These are the details of the buys and sells.
- New Purchases: SPSB, STLA, AOR, VEU, TRV, RODM,
- Added Positions: SHY, IVW, GSIE, EZM, AAPL, DLS, DGS, BFAM, SPEM, (MSFT), VWO, HD,
- Reduced Positions: VGSH, SPTS, VTI, JPST, VEA, EWX, SPY, SDY, ITOT, IEFA, AOA, EEM, SPIB, IEMG,
- Sold Out: SPXS, EURN, DHT, CR, EPD,
For the details of Great Point Wealth Advisors, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/great+point+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Great Point Wealth Advisors, LLC
- Goldman Sachs ActiveBeta International Equity ETF (GSIE) – 837,936 shares, 13.28% of the total portfolio. Shares added by 6.69%
- Vanguard Total Stock Market ETF (VTI) – 132,207 shares, 12.78% of the total portfolio. Shares reduced by 6.81%
- iShares 1-3 Year Treasury Bond ETF (SHY) – 193,558 shares, 8.30% of the total portfolio. Shares added by 32.24%
- WisdomTree International SmallCap Dividend Fund (DLS) – 202,843 shares, 6.86% of the total portfolio. Shares added by 6.98%
- SPDR Portfolio Short Term Treasury ETF (SPTS) – 438,189 shares, 6.68% of the total portfolio. Shares reduced by 45.03%
New Purchase: SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
Great Point Wealth Advisors, LLC initiated holding in SPDR Portfolio Short Term Corporate Bond ETF. The purchase prices were between $31.31 and $31.42, with an estimated average price of $31.37. The stock is now traded at around $31.390000. The impact to a portfolio due to this purchase was 4.47%. The holding were 286,644 shares as of 2020-12-31.
New Purchase: Stellantis NV (STLA)
Great Point Wealth Advisors, LLC initiated holding in Stellantis NV. The purchase prices were between $12.2 and $18.12, with an estimated average price of $14.84. The stock is now traded at around $15.120000. The impact to a portfolio due to this purchase was 0.9%. The holding were 100,000 shares as of 2020-12-31.
New Purchase: BTC iShares Core Growth Allocation ETF (AOR)
Great Point Wealth Advisors, LLC initiated holding in BTC iShares Core Growth Allocation ETF. The purchase prices were between $47.2 and $52.24, with an estimated average price of $50.05. The stock is now traded at around $52.000000. The impact to a portfolio due to this purchase was 0.37%. The holding were 14,317 shares as of 2020-12-31.
New Purchase: Vanguard FTSE All-World ex-US ETF (VEU)
Great Point Wealth Advisors, LLC initiated holding in Vanguard FTSE All-World ex-US ETF. The purchase prices were between $49.41 and $58.7, with an estimated average price of $54.64. The stock is now traded at around $58.499900. The impact to a portfolio due to this purchase was 0.25%. The holding were 8,803 shares as of 2020-12-31.
New Purchase: The Travelers Companies Inc (TRV)
Great Point Wealth Advisors, LLC initiated holding in The Travelers Companies Inc. The purchase prices were between $108.58 and $140.37, with an estimated average price of $129.01. The stock is now traded at around $136.505000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,775 shares as of 2020-12-31.
New Purchase: Hartford Multifactor Developed Markets (ex-US) ETF (RODM)
Great Point Wealth Advisors, LLC initiated holding in Hartford Multifactor Developed Markets (ex-US) ETF. The purchase prices were between $25.02 and $28.69, with an estimated average price of $27.23. The stock is now traded at around $28.190000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,992 shares as of 2020-12-31.
Added: iShares 1-3 Year Treasury Bond ETF (SHY)
Great Point Wealth Advisors, LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 32.24%. The purchase prices were between $86.32 and $86.46, with an estimated average price of $86.39. The stock is now traded at around $86.398500. The impact to a portfolio due to this purchase was 2.02%. The holding were 193,558 shares as of 2020-12-31.
Added: BTC iShares S&P 500 Growth ETF (IVW)
Great Point Wealth Advisors, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 300.00%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $63.370000. The impact to a portfolio due to this purchase was 0.87%. The holding were 36,492 shares as of 2020-12-31.
Added: WisdomTree U.S. MidCap Fund (EZM)
Great Point Wealth Advisors, LLC added to a holding in WisdomTree U.S. MidCap Fund by 66.88%. The purchase prices were between $34.74 and $43.55, with an estimated average price of $39.56. The stock is now traded at around $44.290000. The impact to a portfolio due to this purchase was 0.71%. The holding were 82,268 shares as of 2020-12-31.
Great Point Wealth Advisors, LLC added to a holding in Apple Inc by 226.88%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $130.570100. The impact to a portfolio due to this purchase was 0.56%. The holding were 12,199 shares as of 2020-12-31.
Sold Out: Direxion Daily S&P 500 Bear 3X Shares (SPXS)
Great Point Wealth Advisors, LLC sold out a holding in Direxion Daily S&P 500 Bear 3X Shares. The sale prices were between $3.91 and $6.09, with an estimated average price of $4.73.
Sold Out: Euronav NV (EURN)
Great Point Wealth Advisors, LLC sold out a holding in Euronav NV. The sale prices were between $7.36 and $9.18, with an estimated average price of $8.16.
Sold Out: DHT Holdings Inc (DHT)
Great Point Wealth Advisors, LLC sold out a holding in DHT Holdings Inc. The sale prices were between $4.76 and $5.65, with an estimated average price of $5.22.
Sold Out: Crane Co (CR)
Great Point Wealth Advisors, LLC sold out a holding in Crane Co. The sale prices were between $49.74 and $78.35, with an estimated average price of $64.
Sold Out: Enterprise Products Partners LP (EPD)
Great Point Wealth Advisors, LLC sold out a holding in Enterprise Products Partners LP. The sale prices were between $16.04 and $21.61, with an estimated average price of $18.71.
Here is the complete portfolio of Great Point Wealth Advisors, LLC. Also check out:
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2. Great Point Wealth Advisors, LLC’s Top Growth Companies, and
3. Great Point Wealth Advisors, LLC’s High Yield stocks
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