LNWWM
AUVI

Laird Norton Wetherby Wealth Management’s Applied UV, Inc. Common Stock AUVI Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio AUVI Stock Details AUVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-80
Closed -$23K – 950
2022
Q2 		$23K Hold
80
– – ﹤0.01% 899
2022
Q1 		$15K Buy
+80
New +$17.9K ﹤0.01% 930

Other funds holding AUVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AUVI Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Applied UV, Inc. Common Stock (AUVI) in Q3 2022, closing a stake of 80 shares — an estimated $23K sold.

Laird Norton Wetherby Wealth Management first reported a position in AUVI in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 13 funds tracked by Wall St. Rank hold AUVI as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Applied UV, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 80 Applied UV, Inc. Common Stock shares in Q3 2022, an estimated $23K.
  • Laird Norton Wetherby Wealth Management first reported a position in Applied UV, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Applied UV, Inc. Common Stock position peaked at $23K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held Applied UV, Inc. Common Stock as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.