Pathstone Family Office, LLC Purchases in Q3 2023

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.53K
+ 1.75%
$33.21 - $37.37 $283K - $319K
496K $16.7M
IEFA
Ishares Tr

ETFs
14.4K
+ 2.85%
$64.04 - $69.58 $921K - $1M
519K $33.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.44K
+ 5.04%
$128.07 - $157.27 $312K - $384K
50.8K $6.54M
UTZ
Utz Brands, Inc.

Consumer Defensive
888
+ 0.3%
$13.43 - $17.19 $11.9K - $15.3K
300K $4.04M
STKL
Sun Opta Inc.

Consumer Defensive
607
+ 0.23%
$3.35 - $6.72 $2.03K - $4.08K
265K $892K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.25K
+ 0.89%
$99.46 - $111.92 $224K - $252K
256K $25.8M
LASR
Nlight, Inc.

Technology
663
+ 0.2%
$10.2 - $15.59 $6.76K - $10.3K
338K $3.52M
RY
Royal Bank Of Canada

Financial Services
395
+ 0.18%
$86.85 - $100.28 $34.3K - $39.6K
217K $19M
LOW
Lowes Companies Inc

Consumer Cyclical
26.7K
+ 5.32%
$206.96 - $235.09 $5.53M - $6.28M
529K $110M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
221
+ 0.14%
$96.21 - $133.13 $21.3K - $29.4K
156K $15.7M
SLAB
Silicon Laboratories Inc.

Technology
787
+ 0.18%
$114.53 - $166.11 $90.1K - $131K
439K $50.9M
Activity Summary
Buys All Purchases 1512 New Holdings 501 Increased Positions 1011 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 3
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