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Washburn Capital Management, Inc. Buys Shopify Inc, Snowflake Inc, SPDR Gold Shares ETF, Sells ...

insider
·4 min read

Investment company Washburn Capital Management, Inc. (Current Portfolio) buys Shopify Inc, Snowflake Inc, SPDR Gold Shares ETF, Chevron Corp, SPDR Oil & Gas Equipment and Services ETF, sells Penn National Gaming Inc, Upstart Holdings Inc, PayPal Holdings Inc, Boeing Co, DocuSign Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Washburn Capital Management, Inc.. As of 2021Q4, Washburn Capital Management, Inc. owns 54 stocks with a total value of $168 million. These are the details of the buys and sells.

  • New Purchases: SNOW, GLD, CVX, XES,

  • Added Positions: SHOP, SPY, VTI, QQQ, DIA, VB, MS, JPM, MSFT, UNH, DIS, IBB, TSLA, SOXX, OKTA, OPTT,

  • Reduced Positions: UPST, PYPL, IYT, NVDA, DOCU, ABBV, SQ, AMZN, QRVO, SWKS, COST, TIP, MRVL, TJX, UPS, HD, TMO, IWM, QQEW,

  • Sold Out: PENN, BA, CHWY, PAVM,


For the details of WASHBURN CAPITAL MANAGEMENT, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/washburn+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of WASHBURN CAPITAL MANAGEMENT, INC.

  1. S&P 500 ETF TRUST ETF (SPY) - 62,299 shares, 17.59% of the total portfolio. Shares added by 3.83%

  2. SPDR Dow Jones Industrial Average ETF (DIA) - 58,122 shares, 12.55% of the total portfolio. Shares added by 2.28%

  3. Vanguard Total Stock Market ETF (VTI) - 79,044 shares, 11.35% of the total portfolio. Shares added by 5.84%

  4. PowerShares QQQ Trust Ser 1 (QQQ) - 38,831 shares, 9.18% of the total portfolio. Shares added by 5.67%

  5. Vanguard Small Cap ETF (VB) - 40,502 shares, 5.44% of the total portfolio. Shares added by 4.68%

New Purchase: Snowflake Inc (SNOW)

Washburn Capital Management, Inc. initiated holding in Snowflake Inc. The purchase prices were between $294.68 and $401.89, with an estimated average price of $349.27. The stock is now traded at around $283.760000. The impact to a portfolio due to this purchase was 0.19%. The holding were 940 shares as of 2021-12-31.

New Purchase: SPDR Gold Shares ETF (GLD)

Washburn Capital Management, Inc. initiated holding in SPDR Gold Shares ETF. The purchase prices were between $163.92 and $174.5, with an estimated average price of $167.93. The stock is now traded at around $168.230000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,735 shares as of 2021-12-31.

New Purchase: Chevron Corp (CVX)

Washburn Capital Management, Inc. initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $134.790000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,175 shares as of 2021-12-31.

New Purchase: SPDR Oil & Gas Equipment and Services ETF (XES)

Washburn Capital Management, Inc. initiated holding in SPDR Oil & Gas Equipment and Services ETF. The purchase prices were between $46.7 and $61.95, with an estimated average price of $54.66. The stock is now traded at around $61.150000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,140 shares as of 2021-12-31.

Added: Shopify Inc (SHOP)

Washburn Capital Management, Inc. added to a holding in Shopify Inc by 90.47%. The purchase prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14. The stock is now traded at around $984.200000. The impact to a portfolio due to this purchase was 0.95%. The holding were 2,438 shares as of 2021-12-31.

Sold Out: Penn National Gaming Inc (PENN)

Washburn Capital Management, Inc. sold out a holding in Penn National Gaming Inc. The sale prices were between $44.65 and $81.34, with an estimated average price of $60.09.

Sold Out: Boeing Co (BA)

Washburn Capital Management, Inc. sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: Chewy Inc (CHWY)

Washburn Capital Management, Inc. sold out a holding in Chewy Inc. The sale prices were between $51.76 and $79.62, with an estimated average price of $65.29.

Sold Out: PAVmed Inc (PAVM)

Washburn Capital Management, Inc. sold out a holding in PAVmed Inc. The sale prices were between $2.46 and $8.74, with an estimated average price of $4.73.



Here is the complete portfolio of WASHBURN CAPITAL MANAGEMENT, INC.. Also check out:

1. WASHBURN CAPITAL MANAGEMENT, INC.'s Undervalued Stocks

2. WASHBURN CAPITAL MANAGEMENT, INC.'s Top Growth Companies, and

3. WASHBURN CAPITAL MANAGEMENT, INC.'s High Yield stocks

4. Stocks that WASHBURN CAPITAL MANAGEMENT, INC. keeps buyingThis article first appeared on GuruFocus.

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