Palisades Hudson Asset Management, L.P. Buys Vanguard ESG U.S. ...

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Fort Lauderdale, FL, based Investment company Palisades Hudson Asset Management, L.P. (Current Portfolio) buys Vanguard ESG U.S. Stock ETF, Tesla Inc, Nuveen ESG Small-Cap ETF, AutoZone Inc, Berkshire Hathaway Inc, sells Globant SA during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Palisades Hudson Asset Management, L.P.. As of 2021Q4, Palisades Hudson Asset Management, L.P. owns 112 stocks with a total value of $226 million. These are the details of the buys and sells.

  • New Purchases: TSLA, NUSC, AZO, BRK.B,

  • Added Positions: ESGV, EWA, IWM, EWJ, VGK, SMOG, ICLN, IAU, AAXJ, VSS, EWC, EPP, HD, GOOGL, COST, CVX, UNH, V, BAC, UNP, NKE, MMC, JNJ, JPM, TT, HON, IWN, KBWD,

  • Reduced Positions: SPY, GLOB, IJT, AAPL, IJR, GNR, FB, SCHH,


For the details of Palisades Hudson Asset Management, L.P.'s stock buys and sells,
go to https://www.gurufocus.com/guru/palisades+hudson+asset+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Palisades Hudson Asset Management, L.P.

  1. iShares S&P Small-Cap 600 Value ETF (IJS) - 306,344 shares, 14.19% of the total portfolio. Shares reduced by 0.03%

  2. iShares Core S&P 500 ETF (IVV) - 53,652 shares, 11.34% of the total portfolio. Shares reduced by 0.23%

  3. S&P 500 ETF TRUST ETF (SPY) - 40,260 shares, 8.48% of the total portfolio. Shares reduced by 3.39%

  4. Vanguard Total Stock Market ETF (VTI) - 61,254 shares, 6.56% of the total portfolio. Shares added by 0.18%

  5. IJTiShares S&P Small-Cap 600 Growth ETF (IJT) - 100,519 shares, 6.18% of the total portfolio. Shares reduced by 1.88%

New Purchase: Tesla Inc (TSLA)

Palisades Hudson Asset Management, L.P. initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $891.140000. The impact to a portfolio due to this purchase was 0.16%. The holding were 339 shares as of 2021-12-31.

New Purchase: Nuveen ESG Small-Cap ETF (NUSC)

Palisades Hudson Asset Management, L.P. initiated holding in Nuveen ESG Small-Cap ETF. The purchase prices were between $39.82 and $44.27, with an estimated average price of $42.05. The stock is now traded at around $38.460000. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,167 shares as of 2021-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Palisades Hudson Asset Management, L.P. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $315.230000. The impact to a portfolio due to this purchase was 0.09%. The holding were 682 shares as of 2021-12-31.

New Purchase: AutoZone Inc (AZO)

Palisades Hudson Asset Management, L.P. initiated holding in AutoZone Inc. The purchase prices were between $1642.51 and $2104.04, with an estimated average price of $1867.04. The stock is now traded at around $2030.170000. The impact to a portfolio due to this purchase was 0.09%. The holding were 100 shares as of 2021-12-31.

Added: Vanguard ESG U.S. Stock ETF (ESGV)

Palisades Hudson Asset Management, L.P. added to a holding in Vanguard ESG U.S. Stock ETF by 100.56%. The purchase prices were between $79.46 and $88.45, with an estimated average price of $85.28. The stock is now traded at around $80.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 14,428 shares as of 2021-12-31.



Here is the complete portfolio of Palisades Hudson Asset Management, L.P.. Also check out:

1. Palisades Hudson Asset Management, L.P.'s Undervalued Stocks

2. Palisades Hudson Asset Management, L.P.'s Top Growth Companies, and

3. Palisades Hudson Asset Management, L.P.'s High Yield stocks

4. Stocks that Palisades Hudson Asset Management, L.P. keeps buyingThis article first appeared on GuruFocus.

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