Laird Norton Wetherby Wealth Management’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-3,760
Closed -$201K – 972
2023
Q1
$201K Buy
3,760
+108
+3% +$5.75K 0.01% 829
2022
Q4
$202K Buy
+3,652
New +$195K 0.01% 798
2020
Q2
– Sell
-4,506
Closed -$218K – 736
2020
Q1
$218K Buy
4,506
+74
+2% +$4.05K 0.02% 550
2019
Q4
$243K Buy
+4,432
New +$235K 0.02% 602

Other funds holding LNT

Laird Norton Wetherby Wealth Management's LNT Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Alliant Energy (LNT) in Q2 2023, closing a stake of 3,760 shares — an estimated $201K sold.

Laird Norton Wetherby Wealth Management first reported a position in LNT in Q4 2019 and held it in 4 quarters. The position peaked at $243K in Q4 2019. 633 funds tracked by Wall St. Rank hold LNT as of Q2 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Alliant Energy position as of Q2 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 3,760 Alliant Energy shares in Q2 2023, an estimated $201K.
  • Laird Norton Wetherby Wealth Management first reported a position in Alliant Energy in Q4 2019 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Alliant Energy position peaked at $243K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.