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June 19, 2023
Appleton Partners Inc. MA reduced its position in SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP – Get Rating) by 1.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 24,787 shares of the company’s stock after selling 241 shares during the period. Appleton Partners Inc. […]
June 19, 2023
Appleton Partners Inc. MA lessened its holdings in Netflix, Inc. (NASDAQ:NFLX – Get Rating) by 1.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,943 shares of the Internet television network’s stock after selling 110 shares during the period. […]
June 19, 2023
Appleton Partners Inc. MA grew its holdings in shares of Blackstone Inc. (NYSE:BX – Get Rating) by 16.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 28,867 shares of the asset manager’s stock after purchasing an additional 4,019 shares during the period. Appleton Partners Inc. […]
June 19, 2023
Appleton Partners Inc. MA raised its holdings in Waste Connections, Inc. (NYSE:WCN – Get Rating) by 9.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,210 shares of the business services provider’s stock after acquiring an additional 2,470 shares during […]
June 19, 2023
Appleton Partners Inc. MA lowered its holdings in shares of Watsco, Inc. (NYSE:WSO – Get Rating) by 9.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,002 shares of the construction company’s stock after selling 1,241 shares during the quarter. Appleton Partners Inc. […]
June 19, 2023
Appleton Partners Inc. MA lowered its stake in Intuit Inc. (NASDAQ:INTU – Get Rating) by 0.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 31,760 shares of the software maker’s stock after selling 102 shares during the quarter. Intuit accounts for about 1.3% of Appleton Partners […]
June 19, 2023
Appleton Partners Inc. MA boosted its holdings in Blackstone Inc. (NYSE:BX – Get Rating) by 16.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,867 shares of the asset manager’s stock after purchasing an additional 4,019 shares during the quarter. Appleton […]
June 19, 2023
Appleton Partners Inc. MA cut its stake in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 0.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,760 shares of the software maker’s stock after selling 102 shares during the period. Intuit makes up about […]
June 19, 2023
Appleton Partners Inc. MA grew its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 14.5% in the 1st quarter, HoldingsChannel reports. The firm owned 61,730 shares of the company’s stock after acquiring an additional 7,817 shares during the quarter. Appleton Partners Inc. MA’s holdings in JPMorgan Equity Premium Income […]
June 19, 2023
Appleton Partners Inc. MA reduced its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 1.0% during the first quarter, according to its most recent filing with the SEC. The fund owned 652,164 shares of the company’s stock after selling 6,316 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 2.8% […]