Laird Norton Wetherby Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-24,334	Closed	-$259K	–	946
2021 Q4	$259K	Hold	24,334	–	–	0.01%	774
2021 Q3	$296K	Buy	24,334 +6,084	+33%	+$76.8K	0.02%	714
2021 Q2	$221K	Buy	+18,250	New	+$229K	0.01%	833
2021 Q1	–	Sell	-18,250	Closed	-$203K	–	826
2020 Q4	$203K	Buy	+18,250	New	+$184K	0.01%	818

Other funds holding GLO

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's GLO Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q1 2022, closing a stake of 24,334 shares — an estimated $259K sold.

Laird Norton Wetherby Wealth Management first reported a position in GLO in Q4 2020 and held it in 4 quarters. The position peaked at $296K in Q3 2021. 54 funds tracked by Wall St. Rank hold GLO as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 24,334 Clough Global Opportunities Fund shares in Q1 2022, an estimated $259K.
Laird Norton Wetherby Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2020 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's Clough Global Opportunities Fund position peaked at $296K in Q3 2021.
54 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.