Laird Norton Wetherby Wealth Management’s First Trust Water ETF FIW Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio FIW Stock Details FIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,700	Closed	-$265K	–	924
2022 Q3	$265K	Hold	3,700	–	–	0.02%	701
2022 Q2	$266K	Hold	3,700	–	–	0.02%	724
2022 Q1	$312K	Hold	3,700	–	–	0.02%	710
2021 Q4	$350K	Buy	3,700 +700	+23%	+$63.7K	0.02%	662
2021 Q3	$255K	Hold	3,000	–	–	0.02%	773
2021 Q2	$251K	Hold	3,000	–	–	0.02%	778
2021 Q1	$235K	Hold	3,000	–	–	0.02%	697
2020 Q4	$216K	Buy	+3,000	New	+$203K	0.01%	789

Other funds holding FIW

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FIW Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 3,700 shares — an estimated $265K sold.

Laird Norton Wetherby Wealth Management first reported a position in FIW in Q4 2020 and held it in 8 quarters. The position peaked at $350K in Q4 2021. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,700 First Trust Water ETF shares in Q4 2022, an estimated $265K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust Water ETF in Q4 2020 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's First Trust Water ETF position peaked at $350K in Q4 2021.
234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.