Waverton Investment Management LTD New Holdings in Q3 2024

Waverton Investment Management LTD

  • $5.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
193K
New
$108.65 - $139.41 $21M - $27M
193K $27M
ACN
Accenture PLC

Technology
656
New
$295.44 - $355.81 $194K - $233K
656 $231K
AZO
Autozone Inc

Consumer Cyclical
66
New
$2815.0 - $3212.87 $186K - $212K
66 $207K
BAC
Bank Of America Corp

Financial Services
5.23K
New
$36.65 - $44.13 $192K - $231K
5.23K $207K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.67K
New
$70.02 - $76.68 $187K - $205K
2.67K $204K
FTV
Fortive Corp

Technology
2.56K
New
$67.01 - $79.2 $172K - $203K
2.56K $202K
BEP
Brookfield Renewable Partners L.P.

Utilities
6.33K
New
$23.3 - $28.3 $147K - $179K
6.33K $178K
Canadian Pac Kans Com Npv
4.95K
New
N/A
4.95K $0
Ferguson Enterprises Inc/De
879K
New
N/A
879K $0
Te Connectivity PLC
1.41M
New
N/A
1.41M $0
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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