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Legacy Capital Partners, Inc. Buys Rio Tinto PLC, Exxon Mobil Corp, Coinbase Global Inc, Sells ...

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·9 min read
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Milwaukee, WI, based Investment company Legacy Capital Partners, Inc. (Current Portfolio) buys Rio Tinto PLC, Exxon Mobil Corp, Coinbase Global Inc, Alphabet Inc, Prudential Financial Inc, sells Starbucks Corp, AT&T Inc, Fastenal Co, Consumer Staples Select Sector SPDR, Annaly Capital Management Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Legacy Capital Partners, Inc.. As of 2021Q4, Legacy Capital Partners, Inc. owns 145 stocks with a total value of $309 million. These are the details of the buys and sells.

  • New Purchases: RIO, COIN, FTNT, C, XLK, CPB, XLY, NTRS, UPS, BSV, VNQ, TSLA,

  • Added Positions: XOM, INTC, GOOGL, WSM, PRU, ECPG, NEM, LRCX, LYB, VZ, CSCO, DISCA, FCX, COST, XLE, SPG, IVOL, CVX, BRK.B, DIS, MO, KRBN, KO, CB, IEF, TJX, WFC, CRM, PM, LULU, PFE, ADBE, ENPH, GDX, SHW, JPM, QLTA, SCHH,

  • Reduced Positions: SBUX, FISV, T, FAST, XLP, AAPL, NLY, WMT, XLV, PHYS, ETN, PYPL, GILD, ACN, GOOG, V, DOW, MSFT, PG, LNG, BMY, RE, USB, AVGO, DNP, AIZ, JNJ, NVDA, PSA, QCOM, MMM, NOW, FB, ORLY, WEC, RSG, RTX, CHD, WCN, APAM, KLAC, LHX, LLY, UL, USMV, BP,

  • Sold Out: OLLI, IBM, PHR,


For the details of Legacy Capital Partners, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/legacy+capital+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legacy Capital Partners, Inc.

  1. Apple Inc (AAPL) - 165,804 shares, 9.53% of the total portfolio. Shares reduced by 2.05%

  2. Microsoft Corp (MSFT) - 34,441 shares, 3.75% of the total portfolio. Shares reduced by 1.8%

  3. Accenture PLC (ACN) - 26,496 shares, 3.56% of the total portfolio. Shares reduced by 2.41%

  4. AbbVie Inc (ABBV) - 66,812 shares, 2.93% of the total portfolio. Shares reduced by 0.62%

  5. Abbott Laboratories (ABT) - 59,982 shares, 2.73% of the total portfolio. Shares reduced by 0.44%

New Purchase: Rio Tinto PLC (RIO)

Legacy Capital Partners, Inc. initiated holding in Rio Tinto PLC. The purchase prices were between $59.9 and $71.09, with an estimated average price of $64.71. The stock is now traded at around $75.040000. The impact to a portfolio due to this purchase was 0.51%. The holding were 23,425 shares as of 2021-12-31.

New Purchase: Coinbase Global Inc (COIN)

Legacy Capital Partners, Inc. initiated holding in Coinbase Global Inc. The purchase prices were between $229.31 and $357.39, with an estimated average price of $291.66. The stock is now traded at around $172.890000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,755 shares as of 2021-12-31.

New Purchase: Fortinet Inc (FTNT)

Legacy Capital Partners, Inc. initiated holding in Fortinet Inc. The purchase prices were between $288.87 and $367.67, with an estimated average price of $329.9. The stock is now traded at around $274.420000. The impact to a portfolio due to this purchase was 0.11%. The holding were 988 shares as of 2021-12-31.

New Purchase: Technology Select Sector SPDR ETF (XLK)

Legacy Capital Partners, Inc. initiated holding in Technology Select Sector SPDR ETF. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $152.840000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,773 shares as of 2021-12-31.

New Purchase: Citigroup Inc (C)

Legacy Capital Partners, Inc. initiated holding in Citigroup Inc. The purchase prices were between $58.28 and $72.53, with an estimated average price of $66.33. The stock is now traded at around $64.495000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,050 shares as of 2021-12-31.

New Purchase: Campbell Soup Co (CPB)

Legacy Capital Partners, Inc. initiated holding in Campbell Soup Co. The purchase prices were between $39.91 and $44.18, with an estimated average price of $41.61. The stock is now traded at around $44.070000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,380 shares as of 2021-12-31.

Added: Exxon Mobil Corp (XOM)

Legacy Capital Partners, Inc. added to a holding in Exxon Mobil Corp by 36.39%. The purchase prices were between $59.16 and $66.36, with an estimated average price of $62.52. The stock is now traded at around $74.440000. The impact to a portfolio due to this purchase was 0.37%. The holding were 70,941 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Legacy Capital Partners, Inc. added to a holding in Alphabet Inc by 36.17%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2617.070000. The impact to a portfolio due to this purchase was 0.18%. The holding were 719 shares as of 2021-12-31.

Added: Prudential Financial Inc (PRU)

Legacy Capital Partners, Inc. added to a holding in Prudential Financial Inc by 30.20%. The purchase prices were between $100.05 and $114, with an estimated average price of $108.65. The stock is now traded at around $111.060000. The impact to a portfolio due to this purchase was 0.12%. The holding were 14,185 shares as of 2021-12-31.

Added: Williams-Sonoma Inc (WSM)

Legacy Capital Partners, Inc. added to a holding in Williams-Sonoma Inc by 43.83%. The purchase prices were between $162.55 and $221.63, with an estimated average price of $186.57. The stock is now traded at around $147.570000. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,026 shares as of 2021-12-31.

Added: Encore Capital Group Inc (ECPG)

Legacy Capital Partners, Inc. added to a holding in Encore Capital Group Inc by 38.90%. The purchase prices were between $49.89 and $62.11, with an estimated average price of $56.51. The stock is now traded at around $64.205000. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,390 shares as of 2021-12-31.

Added: Lam Research Corp (LRCX)

Legacy Capital Partners, Inc. added to a holding in Lam Research Corp by 22.32%. The purchase prices were between $544.41 and $726.75, with an estimated average price of $629.37. The stock is now traded at around $560.260000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,869 shares as of 2021-12-31.

Sold Out: Ollie's Bargain Outlet Holdings Inc (OLLI)

Legacy Capital Partners, Inc. sold out a holding in Ollie's Bargain Outlet Holdings Inc. The sale prices were between $46.21 and $73.43, with an estimated average price of $60.81.

Sold Out: International Business Machines Corp (IBM)

Legacy Capital Partners, Inc. sold out a holding in International Business Machines Corp. The sale prices were between $115.81 and $138.13, with an estimated average price of $125.15.

Sold Out: Phreesia Inc (PHR)

Legacy Capital Partners, Inc. sold out a holding in Phreesia Inc. The sale prices were between $39.92 and $74.89, with an estimated average price of $59.2.

Reduced: Starbucks Corp (SBUX)

Legacy Capital Partners, Inc. reduced to a holding in Starbucks Corp by 34.84%. The sale prices were between $106.07 and $116.97, with an estimated average price of $112.76. The stock is now traded at around $95.880000. The impact to a portfolio due to this sale was -0.28%. Legacy Capital Partners, Inc. still held 12,902 shares as of 2021-12-31.

Reduced: AT&T Inc (T)

Legacy Capital Partners, Inc. reduced to a holding in AT&T Inc by 37.06%. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71. The stock is now traded at around $23.960000. The impact to a portfolio due to this sale was -0.21%. Legacy Capital Partners, Inc. still held 37,282 shares as of 2021-12-31.

Reduced: Fastenal Co (FAST)

Legacy Capital Partners, Inc. reduced to a holding in Fastenal Co by 70.42%. The sale prices were between $51.3 and $64.42, with an estimated average price of $59.15. The stock is now traded at around $54.970000. The impact to a portfolio due to this sale was -0.19%. Legacy Capital Partners, Inc. still held 4,270 shares as of 2021-12-31.

Reduced: Consumer Staples Select Sector SPDR (XLP)

Legacy Capital Partners, Inc. reduced to a holding in Consumer Staples Select Sector SPDR by 46.02%. The sale prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $74.990000. The impact to a portfolio due to this sale was -0.18%. Legacy Capital Partners, Inc. still held 8,355 shares as of 2021-12-31.

Reduced: Annaly Capital Management Inc (NLY)

Legacy Capital Partners, Inc. reduced to a holding in Annaly Capital Management Inc by 49.09%. The sale prices were between $7.79 and $8.73, with an estimated average price of $8.4. The stock is now traded at around $7.745000. The impact to a portfolio due to this sale was -0.17%. Legacy Capital Partners, Inc. still held 57,020 shares as of 2021-12-31.

Reduced: Health Care Select Sector SPDR (XLV)

Legacy Capital Partners, Inc. reduced to a holding in Health Care Select Sector SPDR by 40.05%. The sale prices were between $124.86 and $141.49, with an estimated average price of $132.44. The stock is now traded at around $128.455000. The impact to a portfolio due to this sale was -0.14%. Legacy Capital Partners, Inc. still held 4,418 shares as of 2021-12-31.



Here is the complete portfolio of Legacy Capital Partners, Inc.. Also check out:

1. Legacy Capital Partners, Inc.'s Undervalued Stocks

2. Legacy Capital Partners, Inc.'s Top Growth Companies, and

3. Legacy Capital Partners, Inc.'s High Yield stocks

4. Stocks that Legacy Capital Partners, Inc. keeps buyingThis article first appeared on GuruFocus.