Brewin Dolphin Wealth Management LTD Purchases in Q2 2022

Brewin Dolphin Wealth Management LTD

  • $917 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
636K
+ 107.41%
$83.88 - $102.77 $53.4M - $65.4M
1.23M $114M
VGT
Vanguard Information Technolog

ETFs
157K
+ 97.14%
$315.97 - $423.43 $49.6M - $66.5M
319K $119M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124K
+ 102.06%
$337.07 - $419.85 $41.8M - $52.1M
246K $93.6M
V
Visa Inc.

Financial Services
104K
+ 100.27%
$189.05 - $227.74 $19.6M - $23.6M
207K $43.3M
ZTS
Zoetis Inc.

Healthcare
37.4K
+ 100.22%
$155.97 - $200.09 $5.84M - $7.49M
74.8K $13.5M
JPM
Jpmorgan Chase & CO

Financial Services
41.5K
+ 94.88%
$112.61 - $135.91 $4.68M - $5.64M
85.3K $9.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46.9K
+ 60.74%
$40.48 - $47.83 $1.9M - $2.24M
124K $5.52M
VZ
Verizon Communications Inc

Communication Services
31.1K
+ 100.41%
$46.23 - $55.01 $1.44M - $1.71M
62.1K $3.16M
WAT
Waters Corp

Healthcare
4.19K
+ 100.0%
$288.88 - $342.75 $1.21M - $1.44M
8.38K $2.69M
SCHW
Schwab Charles Corp

Financial Services
13.2K
New
$59.99 - $83.83 $789K - $1.1M
13.2K $831K
WMT
Walmart Inc.

Consumer Defensive
5.8K
+ 100.0%
$118.29 - $159.87 $686K - $927K
11.6K $1.57M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.92K
+ 111.87%
N/A
18.8K $1.23M
VTWO
Vanguard Russell 2000 ETF

ETFs
7.08K
+ 103.59%
$66.31 - $83.95 $469K - $594K
13.9K $1.05M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.82K
+ 157.79%
$81.09 - $119.62 $310K - $457K
6.24K $709K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.05K
+ 100.0%
$102.23 - $133.85 $414K - $542K
8.1K $943K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10K
+ 116.28%
$27.38 - $40.87 $274K - $409K
18.6K $604K
SNPS
Synopsys Inc

Technology
670
New
$260.83 - $340.15 $175K - $228K
670 $203K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.1K
New
$129.51 - $153.39 $142K - $169K
1.1K $146K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.36K
+ 100.0%
$49.43 - $58.65 $117K - $138K
4.72K $254K
WTW
Willis Towers Watson PLC

Financial Services
550
+ 100.0%
$190.83 - $242.73 $105K - $134K
1.1K $239K
ICLN
Ishares

ETFs
5K
New
$16.82 - $22.08 $84.1K - $110K
5K $95K
IEF
Ishares Barclays

ETFs
840
New
$98.15 - $106.65 $82.4K - $89.6K
840 $86K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
301
+ 100.0%
$234.96 - $292.55 $70.7K - $88.1K
602 $164K
WFC
Wells Fargo & Company

Financial Services
2.1K
+ 100.0%
$37.43 - $49.33 $78.8K - $104K
4.21K $184K
VDC
Vanguard Consumer Staples ETF

ETFs
410
+ 100.0%
$177.06 - $208.31 $72.6K - $85.4K
820 $156K
KO
Coca Cola CO

Consumer Defensive
165
+ 0.24%
$59.07 - $66.21 $9.75K - $10.9K
70.4K $4.43M
IGF
Ishares Global Infrastructure

ETFs
1K
New
$45.28 - $51.96 $45.3K - $52K
1K $47K
AEM
Agnico Eagle Mines LTD

Basic Materials
1K
New
$45.76 - $65.8 $45.8K - $65.8K
1K $46K
VHT
Vanguard Health Care ETF

ETFs
170
+ 100.0%
$219.51 - $264.47 $37.3K - $45K
340 $83K
TIP
Ishares Tr Tips Bd ETF

ETFs
416
+ 49.23%
$113.44 - $123.09 $47.2K - $51.2K
1.26K $144K
VO
Vanguard Mid Cap ETF

ETFs
155
+ 100.0%
$190.36 - $240.41 $29.5K - $37.3K
310 $68K
EMBC
Embecta Corp.

Healthcare
2.76K
+ 55.37%
$24.78 - $33.36 $68.3K - $92K
7.74K $196K
YUM
Yum Brands Inc

Consumer Cyclical
245
+ 100.0%
$108.9 - $125.7 $26.7K - $30.8K
490 $57K
VTRS
Viatris Inc

Healthcare
2.58K
+ 84.24%
$9.95 - $12.27 $25.7K - $31.7K
5.65K $60K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
370
+ 100.0%
$61.61 - $66.72 $22.8K - $24.7K
740 $47K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
700
New
$27.14 - $39.52 $19K - $27.7K
700 $19K
AMD
Advanced Micro Devices Inc

Technology
325
+ 151.87%
$76.47 - $110.53 $24.9K - $35.9K
539 $41K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
113
+ 100.0%
$147.96 - $188.27 $16.7K - $21.3K
226 $37K
IXC
Ishares Tr Global Energy ETF

ETFs
465
New
$32.89 - $42.6 $15.3K - $19.8K
465 $16K
IRM
Iron Mountain Inc

Real Estate
325
New
$46.11 - $57.72 $15K - $18.8K
325 $16K
AFG
American Financial Group Inc

Financial Services
115
New
$129.47 - $149.1 $14.9K - $17.1K
115 $16K
ADI
Analog Devices Inc

Technology
100
New
$143.46 - $169.24 $14.3K - $16.9K
100 $15K
GLD
Spdr Gold Trust

ETFs
1.11K
+ 7.82%
$168.46 - $184.65 $187K - $205K
15.3K $2.58M
J
Jacobs Engineering Group Inc

Industrials
110
New
$118.69 - $148.16 $13.1K - $16.3K
110 $14K
EW
Edwards Lifesciences Corp

Healthcare
132
New
$86.5 - $128.27 $11.4K - $16.9K
132 $13K
ZM
Zoom Video Communications, Inc.

Technology
70
+ 100.0%
$84.69 - $124.28 $5.93K - $8.7K
140 $16K
VOX
Vanguard Communication Service

ETFs
60
+ 100.0%
$91.39 - $123.66 $5.48K - $7.42K
120 $13K
FTCH
Farfetch LTD

Consumer Cyclical
880
New
$6.81 - $17.24 $5.99K - $15.2K
880 $6K
TWST
Twist Bioscience Corp

Healthcare
165
New
$26.2 - $54.0 $4.32K - $8.91K
165 $6K
Activity Summary
Buys All Purchases 97 New Holdings 22 Increased Positions 75 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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