LWM
CWB icon

Laidlaw Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Laidlaw Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,971
Closed -$558K – 289
2023
Q2 		$558K Sell
7,971
-5,218
-40% -$351K 0.11% 192
2023
Q1 		$885K Sell
13,189
-611
-4% -$40.9K 0.18% 134
2022
Q4 		$888K Buy
13,800
+3,024
+28% +$197K 0.19% 133
2022
Q3 		$682K Buy
10,776
+44
+0.4% +$2.96K 0.16% 143
2022
Q2 		$693K Sell
10,732
-3,382
-24% -$235K 0.14% 161
2022
Q1 		$1.09M Sell
14,114
-730
-5% -$55.9K 0.18% 138
2021
Q4 		$1.23M Buy
14,844
+636
+4% +$54.5K 0.2% 127
2021
Q3 		$1.21M Buy
14,208
+8,064
+131% +$696K 0.31% 83
2021
Q2 		$533K Buy
+6,144
New +$519K 0.14% 142

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return