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Laird Norton Trust Company, Llc Buys iShares National Muni Bond ETF, iShares Core S&P 500 ...

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·8 min read
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Investment company Laird Norton Trust Company, Llc (Current Portfolio) buys iShares National Muni Bond ETF, iShares Core S&P 500 ETF, Airbnb Inc, ACV Auctions Inc, Athira Pharma Inc, sells MSCI USA ESG Select ETF, Vanguard S&P 500 ETF, iShares S&P 500 Growth ETF, Vanguard Growth ETF, FlexShares Global Quality FlexShares Global Qualit during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Laird Norton Trust Company, Llc. As of 2021Q4, Laird Norton Trust Company, Llc owns 196 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

  • New Purchases: ABNB, ACVA, VGT, NUMG, NSC, ZTS, IR, NEM, CCB, OTIS, PGR, PLD, PSA, RBLX, SHW, UNP, RWO, ASMLF, WXIBF,

  • Added Positions: VWO, VEU, MUB, IVV, ATHA, VNQ, VT, VO, DBC, JPM, PHYS, TSLA, IEMG, EFA, BAC, VNQI, GOOG, VXUS, IWM, IWO, IGF, AMJ, AGG, QQQ, DIS, UNH, TMO, ABT, TSM, ACN, QCOM, ADBE, ADP, NKE, NEE, MA, BA, IJK, IAU, AVGO, BMY, VIG, AMAT, ABBV, MMM, VTV, KO, FB, HD, JNJ, IJH, MMP, PYPL, PEP, V, UPS, RTX, TXN, RNWK,

  • Reduced Positions: MSFT, VOO, IVW, VUG, MO, BP, DE, KMB, SPY, IWR, GUNR, PG, PSX, MCD, T, GE, ETN, CVX, COST, GOOGL, EW, VCLT, VYM, BRK.B, CAT, GLD, CSCO, CMCSA, WFC, VZ, DHR, PFE, ORCL, NVDA, DD, MDT, ECL, ISRG, HON,

  • Sold Out: SUSA, GQRE, EXC, MINT, DNP, DOW, PINS, SFOR, KD,


For the details of LAIRD NORTON TRUST COMPANY, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/laird+norton+trust+company%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of LAIRD NORTON TRUST COMPANY, LLC

  1. Microsoft Corp (MSFT) - 1,103,758 shares, 34.83% of the total portfolio. Shares reduced by 2.01%

  2. Vanguard Total Stock Market ETF (VTI) - 675,705 shares, 15.31% of the total portfolio. Shares added by 0.45%

  3. Vanguard FTSE All-World ex-US ETF (VEU) - 2,085,025 shares, 11.99% of the total portfolio. Shares added by 3.81%

  4. iShares Russell 1000 ETF (IWB) - 201,431 shares, 5.00% of the total portfolio. Shares added by 0.49%

  5. Vanguard FTSE Emerging Markets ETF (VWO) - 702,396 shares, 3.26% of the total portfolio. Shares added by 16.74%

New Purchase: Airbnb Inc (ABNB)

Laird Norton Trust Company, Llc initiated holding in Airbnb Inc. The purchase prices were between $156.38 and $207.21, with an estimated average price of $176.14. The stock is now traded at around $157.910000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,302 shares as of 2021-12-31.

New Purchase: ACV Auctions Inc (ACVA)

Laird Norton Trust Company, Llc initiated holding in ACV Auctions Inc. The purchase prices were between $16.63 and $22.08, with an estimated average price of $19.68. The stock is now traded at around $11.480000. The impact to a portfolio due to this purchase was 0.1%. The holding were 56,493 shares as of 2021-12-31.

New Purchase: Nuveen ESG Mid-Cap Growth ETF (NUMG)

Laird Norton Trust Company, Llc initiated holding in Nuveen ESG Mid-Cap Growth ETF. The purchase prices were between $46.99 and $52.67, with an estimated average price of $49.94. The stock is now traded at around $42.820000. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,637 shares as of 2021-12-31.

New Purchase: Vanguard Information Technology ETF (VGT)

Laird Norton Trust Company, Llc initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $414.040000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,130 shares as of 2021-12-31.

New Purchase: Zoetis Inc (ZTS)

Laird Norton Trust Company, Llc initiated holding in Zoetis Inc. The purchase prices were between $193.69 and $247.03, with an estimated average price of $219.81. The stock is now traded at around $200.320000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,201 shares as of 2021-12-31.

New Purchase: Norfolk Southern Corp (NSC)

Laird Norton Trust Company, Llc initiated holding in Norfolk Southern Corp. The purchase prices were between $247.88 and $297.71, with an estimated average price of $279.86. The stock is now traded at around $264.040000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,080 shares as of 2021-12-31.

Added: iShares National Muni Bond ETF (MUB)

Laird Norton Trust Company, Llc added to a holding in iShares National Muni Bond ETF by 432.47%. The purchase prices were between $114.74 and $116.34, with an estimated average price of $115.66. The stock is now traded at around $113.700000. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,692 shares as of 2021-12-31.

Added: iShares Core S&P 500 ETF (IVV)

Laird Norton Trust Company, Llc added to a holding in iShares Core S&P 500 ETF by 29.29%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $449.250000. The impact to a portfolio due to this purchase was 0.12%. The holding were 12,059 shares as of 2021-12-31.

Added: Athira Pharma Inc (ATHA)

Laird Norton Trust Company, Llc added to a holding in Athira Pharma Inc by 700.00%. The purchase prices were between $9.17 and $16.39, with an estimated average price of $12.73. The stock is now traded at around $9.880000. The impact to a portfolio due to this purchase was 0.09%. The holding were 80,000 shares as of 2021-12-31.

Added: Vanguard Mid-Cap ETF (VO)

Laird Norton Trust Company, Llc added to a holding in Vanguard Mid-Cap ETF by 100.30%. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $234.770000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,991 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Laird Norton Trust Company, Llc added to a holding in Alphabet Inc by 23.26%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2778.760000. The impact to a portfolio due to this purchase was 0.02%. The holding were 408 shares as of 2021-12-31.

Added: Bank of America Corp (BAC)

Laird Norton Trust Company, Llc added to a holding in Bank of America Corp by 32.48%. The purchase prices were between $43.14 and $48.37, with an estimated average price of $45.61. The stock is now traded at around $48.510000. The impact to a portfolio due to this purchase was 0.02%. The holding were 22,390 shares as of 2021-12-31.

Sold Out: MSCI USA ESG Select ETF (SUSA)

Laird Norton Trust Company, Llc sold out a holding in MSCI USA ESG Select ETF. The sale prices were between $95.5 and $106.67, with an estimated average price of $102.66.

Sold Out: FlexShares Global Quality FlexShares Global Qualit (GQRE)

Laird Norton Trust Company, Llc sold out a holding in FlexShares Global Quality FlexShares Global Qualit. The sale prices were between $65.75 and $74.12, with an estimated average price of $70.04.

Sold Out: Exelon Corp (EXC)

Laird Norton Trust Company, Llc sold out a holding in Exelon Corp. The sale prices were between $33.92 and $41.19, with an estimated average price of $37.74.

Sold Out: DNP Select Income Fund Inc (DNP)

Laird Norton Trust Company, Llc sold out a holding in DNP Select Income Fund Inc. The sale prices were between $10.56 and $10.97, with an estimated average price of $10.8.

Sold Out: Dow Inc (DOW)

Laird Norton Trust Company, Llc sold out a holding in Dow Inc. The sale prices were between $52.76 and $60.06, with an estimated average price of $56.99.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Laird Norton Trust Company, Llc sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.47 and $101.76, with an estimated average price of $101.59.

Reduced: Vanguard S&P 500 ETF (VOO)

Laird Norton Trust Company, Llc reduced to a holding in Vanguard S&P 500 ETF by 22.84%. The sale prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $411.160000. The impact to a portfolio due to this sale was -0.23%. Laird Norton Trust Company, Llc still held 19,069 shares as of 2021-12-31.

Reduced: iShares S&P 500 Growth ETF (IVW)

Laird Norton Trust Company, Llc reduced to a holding in iShares S&P 500 Growth ETF by 30.81%. The sale prices were between $73.1 and $84.81, with an estimated average price of $80.59. The stock is now traded at around $75.500000. The impact to a portfolio due to this sale was -0.14%. Laird Norton Trust Company, Llc still held 40,272 shares as of 2021-12-31.



Here is the complete portfolio of LAIRD NORTON TRUST COMPANY, LLC. Also check out:

1. LAIRD NORTON TRUST COMPANY, LLC's Undervalued Stocks

2. LAIRD NORTON TRUST COMPANY, LLC's Top Growth Companies, and

3. LAIRD NORTON TRUST COMPANY, LLC's High Yield stocks

4. Stocks that LAIRD NORTON TRUST COMPANY, LLC keeps buyingThis article first appeared on GuruFocus.