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LNWWM
Laird Norton Wetherby Wealth Management’s
Box
BOX
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
BOX Stock Details
BOX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-28,802
Closed
-$592K
–
646
2018
Q1
$592K
Hold
28,802
–
–
0.08%
293
2017
Q4
$608K
Sell
28,802
-17,536
-38%
-$370K
0.08%
294
2017
Q3
$895K
Buy
+46,338
New
+$871K
0.13%
182
2017
Q2
–
Sell
-13,280
Closed
-$217K
–
569
2017
Q1
$217K
Sell
13,280
-15,586
-54%
-$264K
0.04%
504
2016
Q4
$400K
Sell
28,866
-39,387
-58%
-$583K
0.08%
321
2016
Q3
$1.08M
Sell
68,253
-10,187
-13%
-$129K
0.22%
102
2016
Q2
$811K
Sell
78,440
-32,045
-29%
-$383K
0.18%
125
2016
Q1
$1.35M
Sell
110,485
-25,468
-19%
-$289K
0.32%
64
2015
Q4
$1.9M
Sell
135,953
-35,366
-21%
-$464K
0.46%
49
2015
Q3
$2.15M
Buy
+171,319
New
+$2.55M
0.55%
35
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1-Year Est. Return
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1-Year Est. Return
SI
SQN Investors
Menlo Park, California
$12.8M AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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