MWM
LGO

Merriman Wealth Management’s Largo LGO Stock Holding History

Merriman Wealth Management’s Portfolio LGO Stock Details LGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100,829,988
Closed -$101M – 218
2021
Q4 		$101M Buy
+100,829,988
New +$1.05B 7.36% 4

Other funds holding LGO

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Merriman Wealth Management's LGO Position: Q1 2022 in Review

Merriman Wealth Management sold out of Largo (LGO) in Q1 2022, closing a stake of 100,829,988 shares — an estimated $101M sold.

Merriman Wealth Management first reported a position in LGO in Q4 2021 and held it in 1 quarter. The position peaked at $101M in Q4 2021. 52 funds tracked by Wall St. Rank hold LGO as of Q1 2022.

  • Merriman Wealth Management reported no remaining Largo position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 100,829,988 Largo shares in Q1 2022, an estimated $101M.
  • Merriman Wealth Management first reported a position in Largo in Q4 2021 and held it in 1 quarter.
  • Merriman Wealth Management's Largo position peaked at $101M in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Largo as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.