Cerity Partners
LTCH

Cerity Partners’s Latch, Inc. Common Stock LTCH Stock Holding History

Cerity Partners’s Portfolio LTCH Stock Details LTCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,642
Closed -$19.5K – 1760
2023
Q2 		$19.5K Buy
+13,642
New +$12.7K ﹤0.01% 1603
2022
Q4 		– Sell
-18,642
Closed -$18K – 1537
2022
Q3 		$18K Hold
18,642
– – ﹤0.01% 1166
2022
Q2 		$21K Buy
18,642
+4,800
+35% +$12.3K ﹤0.01% 1164
2022
Q1 		$60K Buy
+13,842
New +$72.4K ﹤0.01% 914

Other funds holding LTCH

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cerity Partners's LTCH Position: Q3 2023 in Review

Cerity Partners sold out of Latch, Inc. Common Stock (LTCH) in Q3 2023, closing a stake of 13,642 shares — an estimated $19.5K sold.

Cerity Partners first reported a position in LTCH in Q1 2022 and held it in 4 quarters. The position peaked at $60K in Q1 2022. 7 funds tracked by Wall St. Rank hold LTCH as of Q3 2023.

  • Cerity Partners reported no remaining Latch, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 13,642 Latch, Inc. Common Stock shares in Q3 2023, an estimated $19.5K.
  • Cerity Partners first reported a position in Latch, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Cerity Partners's Latch, Inc. Common Stock position peaked at $60K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Latch, Inc. Common Stock as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.