Laidlaw Wealth Management’s Teucrium Wheat Fund WEAT Stock Holding History

Laidlaw Wealth Management’s Portfolio WEAT Stock Details WEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,677	Closed	-$158K	–	278
2023 Q3	$158K	Buy	5,677 +1,408	+33%	+$44.4K	0.05%	258
2023 Q2	$137K	Buy	+4,269	New	+$140K	0.03%	339
2022 Q3	–	Sell	-2,900	Closed	-$131K	–	379
2022 Q2	$131K	Buy	2,900 +80	+3%	+$4.32K	0.03%	358
2022 Q1	$139K	Buy	+2,820	New	+$122K	0.02%	382

Other funds holding WEAT

FCA

Fortis Capital Advisors Prairie Village, Kansas $763M AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Laidlaw Wealth Management's WEAT Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Teucrium Wheat Fund (WEAT) in Q4 2023, closing a stake of 5,677 shares — an estimated $158K sold.

Laidlaw Wealth Management first reported a position in WEAT in Q1 2022 and held it in 4 quarters. The position peaked at $158K in Q3 2023. 46 funds tracked by Wall St. Rank hold WEAT as of Q4 2023.

Laidlaw Wealth Management reported no remaining Teucrium Wheat Fund position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 5,677 Teucrium Wheat Fund shares in Q4 2023, an estimated $158K.
Laidlaw Wealth Management first reported a position in Teucrium Wheat Fund in Q1 2022 and held it in 4 quarters.
Laidlaw Wealth Management's Teucrium Wheat Fund position peaked at $158K in Q3 2023.
46 funds tracked by Wall St. Rank held Teucrium Wheat Fund as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.