Hall Private Wealth Advisors Buys Enviva Inc, Global Ship Lease Inc, McDonald's Corp, Sells ...
Investment company Hall Private Wealth Advisors (Current Portfolio) buys Enviva Inc, Global Ship Lease Inc, McDonald's Corp, McKesson Corp, Stem Inc, sells Exelon Corp, International Business Machines Corp, Southern Co, , AT&T Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Hall Private Wealth Advisors. As of 2021Q4, Hall Private Wealth Advisors owns 46 stocks with a total value of $161 million. These are the details of the buys and sells.
New Purchases: EVA, GSL, MCD, MCK, STEM,
Added Positions: AAPL, GILD, ABBV, ZBH, INTC, NOK, NEP, TLRY, TLRY, F, BUD, DNMR, APPH, QCOM,
Reduced Positions: EXC, IBM, SO, D, IRM, VZ, VGT, VWOB, GLW, IWP, VOO, MDT, SYY, TAP, MSFT, BSX,
Sold Out: COR, T, DUK, XAR, TMO, DIA, JETS, SQ, RNRG, KD, UBX,
For the details of Hall Private Wealth Advisors's stock buys and sells,
go to https://www.gurufocus.com/guru/hall+private+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of Hall Private Wealth Advisors
iShares U.S. Medical Devices ETF (IHI) - 212,008 shares, 8.67% of the total portfolio. Shares reduced by 0.46%
Iron Mountain Inc (IRM) - 247,561 shares, 8.05% of the total portfolio. Shares reduced by 4.86%
SPDR Bloomberg Convertible Securities ETF (CWB) - 138,220 shares, 7.12% of the total portfolio. Shares reduced by 0.43%
Apple Inc (AAPL) - 58,472 shares, 6.45% of the total portfolio. Shares added by 10.40%
AbbVie Inc (ABBV) - 73,176 shares, 6.16% of the total portfolio. Shares added by 9.33%
New Purchase: Enviva Inc (EVA)
Hall Private Wealth Advisors initiated holding in Enviva Inc. The purchase prices were between $53.96 and $72.95, with an estimated average price of $67.22. The stock is now traded at around $63.255000. The impact to a portfolio due to this purchase was 0.66%. The holding were 15,125 shares as of 2021-12-31.
New Purchase: Global Ship Lease Inc (GSL)
Hall Private Wealth Advisors initiated holding in Global Ship Lease Inc. The purchase prices were between $20.6 and $26.17, with an estimated average price of $22.79. The stock is now traded at around $25.500000. The impact to a portfolio due to this purchase was 0.53%. The holding were 37,312 shares as of 2021-12-31.
New Purchase: McDonald's Corp (MCD)
Hall Private Wealth Advisors initiated holding in McDonald's Corp. The purchase prices were between $236.42 and $268.49, with an estimated average price of $252.91. The stock is now traded at around $252.370000. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,516 shares as of 2021-12-31.
New Purchase: McKesson Corp (MCK)
Hall Private Wealth Advisors initiated holding in McKesson Corp. The purchase prices were between $198.21 and $248.9, with an estimated average price of $220.27. The stock is now traded at around $254.790000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: Stem Inc (STEM)
Hall Private Wealth Advisors initiated holding in Stem Inc. The purchase prices were between $17.56 and $26.65, with an estimated average price of $21.6. The stock is now traded at around $11.180000. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,115 shares as of 2021-12-31.
Added: Danimer Scientific Inc (DNMR)
Hall Private Wealth Advisors added to a holding in Danimer Scientific Inc by 88.07%. The purchase prices were between $8.2 and $19.98, with an estimated average price of $13.65. The stock is now traded at around $4.505000. The impact to a portfolio due to this purchase was 0.05%. The holding were 21,098 shares as of 2021-12-31.
Added: AppHarvest Inc (APPH)
Hall Private Wealth Advisors added to a holding in AppHarvest Inc by 88.14%. The purchase prices were between $3.89 and $6.88, with an estimated average price of $5.31. The stock is now traded at around $3.270000. The impact to a portfolio due to this purchase was 0.04%. The holding were 34,438 shares as of 2021-12-31.
Sold Out: (COR)
Hall Private Wealth Advisors sold out a holding in . The sale prices were between $138.34 and $172.51, with an estimated average price of $159.11.
Sold Out: AT&T Inc (T)
Hall Private Wealth Advisors sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.
Sold Out: Duke Energy Corp (DUK)
Hall Private Wealth Advisors sold out a holding in Duke Energy Corp. The sale prices were between $96.62 and $104.9, with an estimated average price of $101.43.
Sold Out: SPDR S&P Aerospace & Defense ETF (XAR)
Hall Private Wealth Advisors sold out a holding in SPDR S&P Aerospace & Defense ETF. The sale prices were between $108.98 and $125.49, with an estimated average price of $118.83.
Sold Out: Thermo Fisher Scientific Inc (TMO)
Hall Private Wealth Advisors sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $569 and $667.24, with an estimated average price of $625.69.
Sold Out: SPDR Dow Jones Industrial Average ETF (DIA)
Hall Private Wealth Advisors sold out a holding in SPDR Dow Jones Industrial Average ETF. The sale prices were between $338.36 and $364.57, with an estimated average price of $354.28.
Here is the complete portfolio of Hall Private Wealth Advisors. Also check out:
1. Hall Private Wealth Advisors's Undervalued Stocks
2. Hall Private Wealth Advisors's Top Growth Companies, and
3. Hall Private Wealth Advisors's High Yield stocks
4. Stocks that Hall Private Wealth Advisors keeps buyingThis article first appeared on GuruFocus.
