Websterrogers Financial Advisors, Llc Buys AvalonBay Communities Inc, Equity Residential, Essex …

Investment firm Websterrogers Financial Advisors, Llc (current portfolio) buys AvalonBay Communities Inc, Equity Residential, Essex Property Trust Inc, Apartment Investment & Management Co, Vanguard Short-Term Bond ETF, sells Vanguard Real Estate Index Fund ETF, Schwab Short -Term US Treasury ETF, Dimensional US Targeted Value ETF, Microsoft Corp, PIMCO Enhanced Short Maturity Active Exchange-Trad in the 3 months ending Q4 2021, according to latest filings from investment firm Websterrogers Financial Advisors, LLC. As of Q4 2021, Websterrogers Financial Advisors, Llc owns 64 shares with a total value of $442 million. These are the details of purchases and sales.

  • New purchases: AVB, EQR, ESS, AIV, BR, FDS, CB, VFC, CLX, VUSB,

  • Positions added: BSV, BND, EPRF, SMMU, VTEB, FLRN, FNDF, VTI, BAC, BNDX, SHP, VXUS, AMZN, SE,

  • Reduced positions: VNQ, SCHO, AVUS, VOO, VEA, DFAC, DFUS, VOOV, VTWO, DFAT, AVUV, SCHH, DFAS, VNQI, ARKF, VWO, AVDV, AAPL, JHSC, VIG, MDY, DFAX, JPM, VB, EEM,

  • Solder: MSFT, MINT, JNJ, DFIV,

For details on purchases and sales of WEBSTERROGERS FINANCIAL ADVISORS, LLC stock,
go to https://www.gurufocus.com/guru/websterrogers+financial+advisors%2C+llc/current-portfolio/portfolio

Here are the top 5 holdings of WEBSTERROGERS FINANCIAL ADVISORS, LLC

  1. Avantis US Equity ETF (AVUS) – 1,522,985 shares, 27.63% of total portfolio. Shares reduced by 3.77%

  2. Vanguard S&P 500 ETF (VOO) – 153,803 shares, 15.20% of total portfolio. Shares reduced by 4.09%

  3. Avantis International Equity ETF (AVDE) – 690,553 shares, 9.91% of total portfolio. Shares reduced by 0.72%

  4. Vanguard FTSE Developed Markets ETF (VEA) – 605,229 shares, 6.99% of total portfolio. Shares reduced by 5.02%

  5. Avantis Emerging Markets Equity ETF (AVEM) – 264,711 shares, 3.79% of total portfolio. Shares added 0.45%

New purchase: AvalonBay Communities Inc (AVB)

Websterrogers Financial Advisors, Llc began holding AvalonBay Communities Inc. Purchase prices were between $223.81 and $252.59, with an estimated average price of $238.94. The stock is now trading at around $234.020000. The impact on a portfolio of this purchase was 0.72%. The holding was 12,611 shares as of 12/31/2021.

New purchase: Equity Residential (EQR)

Websterrogers Financial Advisors, Llc has initiated a stake in Equity Residential. Purchase prices were between $82.66 and $90.55, with an estimated average price of $86.16. The stock is now trading at around $86.020000. The impact on a portfolio of this purchase was 0.72%. The holding was 35,168 shares as of 12/31/2021.

New purchase: Essex Property Trust Inc (ESS)

Websterrogers Financial Advisors, Llc initiated an equity stake in Essex Property Trust Inc. Purchase prices were between $325.49 and $357.25, with an estimated average price of $340.89. The stock is now trading at around $323.770000. The impact on a portfolio of this purchase is 0.7%. The holding was 8,810 shares as of 12/31/2021.

New purchase: Apartment Investment & Management Co (AIV)

Websterrogers Financial Advisors, Llc initiated a stake in Apartment Investment & Management Co. Purchase prices were between $7.08 and $8.14, with an estimated average price of $7.65. The stock is now trading at around $6.490000. The impact on a portfolio of this purchase is 0.68%. The holding was 388,641 shares as of 12/31/2021.

New purchase: Broadridge Financial Solutions Inc (BR)

Websterrogers Financial Advisors, Llc initiated a stake in Broadridge Financial Solutions Inc. Purchase prices were between $162.55 and $184.48, with an estimated average price of $175.95. The stock is now trading at around $153.220000. The impact on a portfolio of this purchase is 0.13%. The holding was 3,210 shares as of 12/31/2021.

New purchase: FactSet Research Systems Inc (FDS)

Websterrogers Financial Advisors, Llc initiated a stake in FactSet Research Systems Inc. Purchase prices were between $394.82 and $488.85, with an estimated average price of $450.06. The stock is now trading at around $408.670000. The impact on a portfolio of this purchase is 0.12%. The holding was 1,118 shares as of 12/31/2021.

Added: Vanguard Short-Term Bond ETF (BSV)

Websterrogers Financial Advisors, Llc added 26.33% to its stake in Vanguard Short-Term Bond ETF. Purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now trading at around $80.300000. The impact on a portfolio of this purchase is 0.53%. The holding was 138,762 shares as of 12/31/2021.

Sold Out: Microsoft Corp (MSFT)

Websterrogers Financial Advisors, Llc has sold a stake in Microsoft Corp. Selling prices were between $283.11 and $343.11, with an estimated average price of $325.12.

Sold out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Websterrogers Financial Advisors, Llc has sold a stake in PIMCO Enhanced Short Maturity Active Exchange-Trad. Selling prices were between $101.51 and $101.8, with an estimated average price of $101.63.

Sold out: ETF Dimensional International Value (DFIV)

Websterrogers Financial Advisors, Llc sold a position in Dimensional International Value ETF. Selling prices were between $31.05 and $33.6, with an estimated average price of $32.71.

Sold out: Johnson & Johnson (JNJ)

Websterrogers Financial Advisors, Llc has sold a stake in Johnson & Johnson. Selling prices were between $155.93 and $173.01, with an estimated average price of $163.78.

Here is the full portfolio of WEBSTERROGERS FINANCIAL ADVISORS, LLC. See also:

1. Undervalued Stocks of WEBSTERROGERS FINANCIAL ADVISORS, LLC

2. Best Growth Companies from WEBSTERROGERS FINANCIAL ADVISORS, LLC, and

3. High Yield Stocks of WEBSTERROGERS FINANCIAL ADVISORS, LLC

4. Stocks WEBSTERROGERS FINANCIAL ADVISORS, LLC continues to buy This article first appeared on GuruFocus.

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