📰 Cic Wealth News
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July 30, 2023
CIC Wealth LLC cut its holdings in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 10.4% during the first quarter, HoldingsChannel.com reports. The fund owned 1,806 shares of the company’s stock after selling 209 shares during the period. CIC Wealth LLC’s holdings in iShares U.S. Healthcare ETF were worth $493,000 at the […]
July 30, 2023
CIC Wealth LLC decreased its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,597 shares of the company’s stock after selling 1,045 shares during the quarter. CIC Wealth LLC’s holdings in Philip […]
July 30, 2023
CIC Wealth LLC lessened its stake in Wells Fargo & Company (NYSE:WFC) by 3.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 17,043 shares of the financial services provider’s stock after selling 637 shares during the quarter. CIC Wealth LLC’s holdings in […]
July 30, 2023
CIC Wealth LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 32.2% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 49,656 shares of the company’s stock after purchasing an additional 12,090 shares during the quarter. Vanguard Small-Cap ETF comprises about […]
July 30, 2023
CIC Wealth LLC lifted its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 1.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 951 shares of the industrial products company’s stock after purchasing an additional 17 shares during the quarter. CIC […]
July 30, 2023
CIC Wealth LLC grew its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 20.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 1,848 shares of the company’s stock after buying an additional 312 shares during the quarter. CIC Wealth LLC’s holdings in Vanguard Mid-Cap Growth ETF were worth $360,000 […]
July 30, 2023
CIC Wealth LLC grew its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.9% in the 1st quarter, Holdings Channel reports. The firm owned 14,005 shares of the home improvement retailer’s stock after acquiring an additional 130 shares during the quarter. Lowe’s Companies accounts for about 1.1% of CIC Wealth LLC’s […]
July 30, 2023
CIC Wealth LLC lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,005 shares of the home improvement retailer’s stock after acquiring an additional 130 shares during the […]
July 30, 2023
CIC Wealth LLC lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 32.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,656 shares of the company’s stock after buying an additional 12,090 shares during […]
July 30, 2023
CIC Wealth LLC trimmed its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 10.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,527 shares of the exchange traded fund’s stock after selling 505 shares during the quarter. […]