LWM
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Laidlaw Wealth Management’s GeneDx Holdings WGS Stock Holding History

Laidlaw Wealth Management’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-323
Closed -$159K – 276
2021
Q1 		$159K Buy
+323
New +$168K 0.05% 208

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Marshall Wace
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Weiss Multi-Strategy Advisers
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Driehaus Capital Management
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Third Point
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jefferies Group
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's WGS Position: Q2 2021 in Review

Laidlaw Wealth Management sold out of GeneDx Holdings (WGS) in Q2 2021, closing a stake of 323 shares — an estimated $159K sold.

Laidlaw Wealth Management first reported a position in WGS in Q1 2021 and held it in 1 quarter. The position peaked at $159K in Q1 2021. 67 funds tracked by Wall St. Rank hold WGS as of Q2 2021.

  • Laidlaw Wealth Management reported no remaining GeneDx Holdings position as of Q2 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 323 GeneDx Holdings shares in Q2 2021, an estimated $159K.
  • Laidlaw Wealth Management first reported a position in GeneDx Holdings in Q1 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's GeneDx Holdings position peaked at $159K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2021.

Based on Laidlaw Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.