Pictet North America Advisors SA Buys Fidelity National Information Services Inc, Johnson ...

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Geneva 73, V8, based Investment company Pictet North America Advisors SA (Current Portfolio) buys Fidelity National Information Services Inc, Johnson Controls International PLC, iShares MSCI ACWI Index Fund, Amedisys Inc, Zimmer Biomet Holdings Inc, sells PowerShares QQQ Trust Ser 1, Baidu Inc, PayPal Holdings Inc, Bristol-Myers Squibb Co, Activision Blizzard Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Pictet North America Advisors SA. As of 2021Q4, Pictet North America Advisors SA owns 128 stocks with a total value of $1 billion. These are the details of the buys and sells.

  • New Purchases: JCI, ACWI, ZBH, DD, NKE, GRAB, VGT, VHT,

  • Added Positions: FIS, VGK, AMED, AMZN, AAPL, MU, LOGI, AWK, ALGN, CSCO, EOG, BSX, FAST, GDX, MCD, PEP, MA, TMO, PFE, LYB, CBRE, ORCL, SLB, DEO, PM, TCOM, ISRG, EQIX, VOO,

  • Reduced Positions: QQQ, BIDU, PYPL, BABA, HD, EBND, GOLD, GLD, XLV, AZN, JNJ, IQV, EWG,

  • Sold Out: BMY, ATVI, XRAY, PLTR, AGC,


For the details of Pictet North America Advisors SA's stock buys and sells,
go to https://www.gurufocus.com/guru/pictet+north+america+advisors+sa/current-portfolio/portfolio

These are the top 5 holdings of Pictet North America Advisors SA

  1. Burford Capital Ltd (BUR) - 7,647,727 shares, 7.85% of the total portfolio.

  2. Microsoft Corp (MSFT) - 196,119 shares, 6.49% of the total portfolio. Shares reduced by 0.34%

  3. Alphabet Inc (GOOGL) - 19,976 shares, 5.69% of the total portfolio. Shares added by 0.42%

  4. SPDR Bloomberg Convertible Securities ETF (CWB) - 553,906 shares, 4.52% of the total portfolio. Shares reduced by 0.71%

  5. Meta Platforms Inc (FB) - 134,046 shares, 4.43% of the total portfolio. Shares reduced by 0.6%

New Purchase: Johnson Controls International PLC (JCI)

Pictet North America Advisors SA initiated holding in Johnson Controls International PLC. The purchase prices were between $68.16 and $81.31, with an estimated average price of $75.83. The stock is now traded at around $67.870000. The impact to a portfolio due to this purchase was 0.27%. The holding were 34,076 shares as of 2021-12-31.

New Purchase: iShares MSCI ACWI Index Fund (ACWI)

Pictet North America Advisors SA initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $98.5 and $106.18, with an estimated average price of $103.69. The stock is now traded at around $100.840000. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,995 shares as of 2021-12-31.

New Purchase: Zimmer Biomet Holdings Inc (ZBH)

Pictet North America Advisors SA initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $118.89 and $151.03, with an estimated average price of $134.39. The stock is now traded at around $121.970000. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,112 shares as of 2021-12-31.

New Purchase: Vanguard Information Technology ETF (VGT)

Pictet North America Advisors SA 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 $415.220000. The impact to a portfolio due to this purchase was 0.02%. The holding were 478 shares as of 2021-12-31.

New Purchase: Grab Holdings Inc (GRAB)

Pictet North America Advisors SA initiated holding in Grab Holdings Inc. The purchase prices were between $6.79 and $9, with an estimated average price of $7.62. The stock is now traded at around $5.165000. The impact to a portfolio due to this purchase was 0.02%. The holding were 22,917 shares as of 2021-12-31.

New Purchase: Vanguard Health Care ETF (VHT)

Pictet North America Advisors SA initiated holding in Vanguard Health Care ETF. The purchase prices were between $242.95 and $267.51, with an estimated average price of $254.47. The stock is now traded at around $246.160000. The impact to a portfolio due to this purchase was 0.02%. The holding were 831 shares as of 2021-12-31.

Added: Fidelity National Information Services Inc (FIS)

Pictet North America Advisors SA added to a holding in Fidelity National Information Services Inc by 2366.22%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $112.515000. The impact to a portfolio due to this purchase was 1.27%. The holding were 122,522 shares as of 2021-12-31.

Added: Amedisys Inc (AMED)

Pictet North America Advisors SA added to a holding in Amedisys Inc by 37.33%. The purchase prices were between $136.32 and $184.41, with an estimated average price of $160.94. The stock is now traded at around $133.095000. The impact to a portfolio due to this purchase was 0.09%. The holding were 19,871 shares as of 2021-12-31.

Sold Out: Bristol-Myers Squibb Co (BMY)

Pictet North America Advisors SA sold out a holding in Bristol-Myers Squibb Co. The sale prices were between $53.63 and $62.52, with an estimated average price of $58.67.

Sold Out: Activision Blizzard Inc (ATVI)

Pictet North America Advisors SA sold out a holding in Activision Blizzard Inc. The sale prices were between $57.28 and $81.19, with an estimated average price of $68.02.

Sold Out: Dentsply Sirona Inc (XRAY)

Pictet North America Advisors SA sold out a holding in Dentsply Sirona Inc. The sale prices were between $48.31 and $59.22, with an estimated average price of $54.88.

Sold Out: Palantir Technologies Inc (PLTR)

Pictet North America Advisors SA sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.

Sold Out: Altimeter Growth Corp (AGC)

Pictet North America Advisors SA sold out a holding in Altimeter Growth Corp. The sale prices were between $10.08 and $17.06, with an estimated average price of $12.37.



Here is the complete portfolio of Pictet North America Advisors SA. Also check out:

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2. Pictet North America Advisors SA's Top Growth Companies, and

3. Pictet North America Advisors SA's High Yield stocks

4. Stocks that Pictet North America Advisors SA keeps buyingThis article first appeared on GuruFocus.

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