WJWM
LGO

Williams Jones Wealth Management’s Largo LGO Stock Holding History

Williams Jones 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
2021
Q3 		– Sell
-32,460
Closed -$506K – 509
2021
Q2 		$506K Buy
+32,460
New +$512K 0.01% 320

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 $285M AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Williams Jones Wealth Management's LGO Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of Largo (LGO) in Q3 2021, closing a stake of 32,460 shares — an estimated $506K sold.

Williams Jones Wealth Management first reported a position in LGO in Q2 2021 and held it in 1 quarter. The position peaked at $506K in Q2 2021. 53 funds tracked by Wall St. Rank hold LGO as of Q3 2021.

  • Williams Jones Wealth Management reported no remaining Largo position as of Q3 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 32,460 Largo shares in Q3 2021, an estimated $506K.
  • Williams Jones Wealth Management first reported a position in Largo in Q2 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's Largo position peaked at $506K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Largo as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.