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LNWWM
Laird Norton Wetherby Wealth Management’s
Hercules Capital
HTGC
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
HTGC Stock Details
HTGC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$322K
Buy
+17,018
New
+$326K
0.01%
728
2024
Q1
–
Sell
-14,368
Closed
-$240K
–
971
2023
Q4
$240K
Hold
14,368
–
–
0.01%
800
2023
Q3
$236K
Hold
14,368
–
–
0.01%
761
2023
Q2
$213K
Buy
14,368
+113
+0.8%
+$1.55K
0.01%
828
2023
Q1
$184K
Buy
14,255
+205
+1%
+$2.87K
0.01%
840
2022
Q4
$186K
Sell
14,050
-13,200
-48%
-$179K
0.01%
809
2022
Q3
$316K
Buy
27,250
+850
+3%
+$12.1K
0.02%
642
2022
Q2
$356K
Buy
26,400
+13,200
+100%
+$206K
0.02%
621
2022
Q1
$239K
Hold
13,200
–
–
0.01%
795
2021
Q4
$219K
Buy
+13,200
New
+$224K
0.01%
831
2020
Q3
–
Sell
-23,067
Closed
-$242K
–
739
2020
Q2
$242K
Buy
+23,067
New
+$234K
0.02%
587
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$1.66T AUM
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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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