Page 4 - Box Wealth News Today

Bank of Stockton lowered its stake in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 13.1% during the 1st quarter, HoldingsChannel reports. The fund owned 6,416 shares of the utilities provider’s stock after selling 963 shares during the period. Bank of Stockton’s holdings in American Water Works were worth $940,000 as […]

Lifestyle Asset Management Inc. bought a new stake in Chevron Co. (NYSE:CVX – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,254 shares of the oil and gas company’s stock, valued at approximately $205,000. A number of other […]

Resonant Capital Advisors LLC reduced its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 1.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 3,387 shares of the computer hardware maker’s stock after selling 45 shares during the period. Resonant Capital Advisors LLC’s holdings in NVIDIA were worth $941,000 at the […]

Strategic Wealth Partners Ltd. lifted its holdings in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 12.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,085 shares of the industrial products company’s stock after acquiring an additional 3,213 shares during […]

Atwood & Palmer Inc. lifted its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 201,655 shares of the company’s stock after buying an additional 2,000 shares during the […]

Lifestyle Asset Management Inc. grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,010 shares of the utilities provider’s stock after acquiring an additional 457 shares during the quarter. […]

Beach Investment Counsel Inc. PA lessened its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 7.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,695 shares of the company’s stock after selling 3,300 shares during […]

Kowal Investment Group LLC lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 18.3% in the first quarter, Holdings Channel.com reports. The firm owned 3,840 shares of the company’s stock after selling 858 shares during the period. Kowal Investment Group LLC’s holdings in Vanguard High Dividend Yield ETF […]

Wealthspan Partners LLC raised its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.9% in the first quarter, Holdings Channel reports. The institutional investor owned 35,237 shares of the company’s stock after buying an additional 1,963 shares during the quarter. Vanguard High Dividend Yield ETF comprises about 3.2% of […]

Royal Harbor Partners LLC trimmed its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 68.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,886 shares of the company’s stock after selling 19,696 shares during the quarter. Royal Harbor Partners […]