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Taylor Wealth Management Partners’s Louisiana-Pacific LPX Stock Holding History

Taylor Wealth Management Partners’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3.65M Sell
69,571
-23,886
-26% -$1.53M 2.07% 18
2022
Q1 		$5.81M Sell
93,457
-2,213
-2% -$153K 2.35% 16
2021
Q4 		$7.5M Sell
95,670
-368
-0.4% -$25.2K 2.64% 15
2021
Q3 		$5.89M Buy
+96,038
New +$5.66M 2.1% 18

Other funds holding LPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Taylor Wealth Management Partners's LPX Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Louisiana-Pacific (LPX) stake by 26% in Q2 2022, selling an estimated $1.53M and leaving 69,571 shares worth $3.65M. The position accounts for 2.07% of the portfolio, ranked #18.

Taylor Wealth Management Partners first reported a position in LPX in Q3 2021 and has held it in 4 quarters since. The position peaked at $7.5M in Q4 2021. 412 funds tracked by Wall St. Rank hold LPX as of Q2 2022.

  • Taylor Wealth Management Partners held 69,571 shares of Louisiana-Pacific worth $3.65M as of Q2 2022.
  • Taylor Wealth Management Partners sold 23,886 Louisiana-Pacific shares in Q2 2022, an estimated $1.53M.
  • Louisiana-Pacific made up 2.07% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #18 holding.
  • Taylor Wealth Management Partners first reported a position in Louisiana-Pacific in Q3 2021 and has held it in 4 quarters since.
  • Taylor Wealth Management Partners's Louisiana-Pacific position peaked at $7.5M in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.