Highland Private Wealth Management

Latest statistics and disclosures from Highland Private Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Amr, and represent % of Highland Private Wealth Management's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: MSFT (-$76M), VEA (-$48M), VIG (-$38M), BSV (-$37M), AMZN (-$36M), , VOO (-$28M), BIV (-$22M), IAU (-$22M), ESGD (-$17M).
  • Sold out of its positions in T, ABT, ABBV, Activision Blizzard, ADBE, APD, GOOG, GOOGL, AMZN, AXP.
  • Highland Private Wealth Management was a net seller of stock by $-620M.
  • Central Index Key (CIK): 0001664772

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Portfolio Holdings for Highland Private Wealth Management

Highland Private Wealth Management holds 1 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
No Holdings Na 0.0 $0 NEW 0 0.00
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Past Filings by Highland Private Wealth Management

SEC 13F filings are viewable for Highland Private Wealth Management going back to 2015

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