WealthStone, Inc. current holdings: USA Everything Else
WealthStone, Inc. reported $0.01 billion in partnership units, exchange-traded notes and anything else (listed in the US), 21 positions, in its Form 13F for the quarter ended 2021-03-31; the largest are Ncino Inc, The Shyft Group Inc, General Electric.
- Ncino Inc: Country of operation —; Class Equities; Shares 56,469; Value $3,767,000.
- The Shyft Group Inc: Country of operation United States; Class Equities; Shares 92,815; Value $3,452,000.
- General Electric: Country of operation United States; Class Equities; Shares 40,871; Value $536,000.
- Aptiv PLC: Country of operation —; Class Equities; Shares 3,850; Value $530,000.
Form 13F-HR as filed (SEC CIK 1548784): quarter ended 2021-03-31, filed 2021-05-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| Ncino Inc CUSIP 63947U107 | Equities | 56,469 | $3,767,000 | 2021-03-31 | 2021-05-13 | |
| The Shyft Group Inc CUSIP 825698103 | United States | Equities | 92,815 | $3,452,000 | 2021-03-31 | 2021-05-13 |
| General Electric CUSIP 369604103 | United States | Equities | 40,871 | $536,000 | 2021-03-31 | 2021-05-13 |
| Aptiv PLC CUSIP G6095L109 | Equities | 3,850 | $530,000 | 2021-03-31 | 2021-05-13 | |
| James Hardie Inds Adr CUSIP 47030M106 | Equities | 13,465 | $411,000 | 2021-03-31 | 2021-05-13 | |
| Canadian Pac Railway CUSIP 13645T100 | Equities | 1,081 | $410,000 | 2021-03-31 | 2021-05-13 | |
| BLACKROCK INC CLASS A CUSIP 09247X101 | United States | Equities | 514 | $387,000 | 2021-03-31 | 2021-05-13 |
| L Brands Inc CUSIP 501797104 | Equities | 5,364 | $331,000 | 2021-03-31 | 2021-05-13 | |
| Linens N Things Inc CUSIP G5494J103 | Equities | 1,137 | $318,000 | 2021-03-31 | 2021-05-13 | |
| WESTPAC BKG CORP SPNS ADR CUSIP 961214301 | Equities | 15,346 | $284,000 | 2021-03-31 | 2021-05-13 | |
| Activision Inc. CUSIP 00507V109 | United States | Equities | 2,838 | $263,000 | 2021-03-31 | 2021-05-13 |
| Tata Motors Ltd Adr CUSIP 876568502 | Equities | 12,073 | $250,000 | 2021-03-31 | 2021-05-13 | |
| Alexion Pharma Inc CUSIP 015351109 | Equities | 1,608 | $245,000 | 2021-03-31 | 2021-05-13 | |
| IHS Markit Ltd A CUSIP G47567105 | Equities | 2,514 | $243,000 | 2021-03-31 | 2021-05-13 | |
| Vedanta Ltd CUSIP 92242Y100 | Equities | 19,041 | $239,000 | 2021-03-31 | 2021-05-13 | |
| Astrazeneca Plc Adr CUSIP 046353108 | Equities | 4,435 | $220,000 | 2021-03-31 | 2021-05-13 | |
| Carnival Cruise Lines Inc Class A CUSIP 143658300 | Equities | 8,119 | $215,000 | 2021-03-31 | 2021-05-13 | |
| Alltel Corporation CUSIP 04878Q863 | Equities | 65,569 | $189,000 | 2021-03-31 | 2021-05-13 | |
| Natwest Group Adr Rep 2 Ord CUSIP 639057108 | Equities | 34,358 | $184,000 | 2021-03-31 | 2021-05-13 | |
| GoHealth Inc CUSIP 38046W105 | Equities | 15,000 | $175,000 | 2021-03-31 | 2021-05-13 | |
| Micro Focus Int CUSIP 594837403 | Equities | 18,163 | $139,000 | 2021-03-31 | 2021-05-13 |
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