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Equitable Trust Co. Sells 6,230 Shares of AstraZeneca PLC (NASDAQ:AZN)

Equitable Trust Co. trimmed its stake in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 11.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,094 shares of the company’s stock after selling 6,230 shares during the period. Equitable Trust Co.’s holdings in AstraZeneca were […]
Andexxa Ondexxya Bricanyl Respules Bydureon Byetta Farxiga Forxiga Daliresp Daxas Duaklir Genuair

Accenture plc (NYSE:ACN) Position Trimmed by Equitable Trust Co.

Equitable Trust Co. decreased its position in shares of Accenture plc (NYSE:ACN – Free Report) by 40.2% in the first quarter, Holdings Channel.com reports. The firm owned 19,570 shares of the information technology services provider’s stock after selling 13,172 shares during the period. Equitable Trust Co.’s holdings in Accenture were worth $5,593,000 as of its […]
Piper Sandler Leonardo Framil Stifel Nicolaus Morgan Stanley Mackenzie Financial Corp Holdings Channel

Crown Castle Inc. (NYSE:CCI) Holdings Decreased by Equitable Trust Co.

Equitable Trust Co. cut its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 16.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 157,141 shares of the real estate investment trust’s stock after selling 31,704 shares during the period. Crown Castle accounts for 1.7% of Equitable Trust Co.’s investment portfolio, making […]
Crown Castle Almanack Investment Partners Wells Fargo Company St Germaindj Co Crown Castle Inc Centerpoint Advisors

Equitable Trust Co. Acquires 156 Shares of Eli Lilly and Company (NYSE:LLY)

Equitable Trust Co. boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,940 shares of the company’s stock after buying an additional 156 shares during the quarter. […]
Eli Lilly Patrik Jonsson Berenberg Bank T Rowe Price Investment Management Inc Moneta Group Investment Advisors Equitable Trust Co

KKR & Co. Inc. (NYSE:KKR) Shares Sold by Equitable Trust Co.

Equitable Trust Co. trimmed its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 6.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 121,539 shares of the asset manager’s stock after selling 8,079 shares during the period. Equitable Trust […]
Deutsche Bank Aktiengesellschaft Moors Cabot Inc Prudential Plc Metlife Investment Management Exchange Commission Equitable Trust Co
Source: wkrb13.com

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Equitable Trust Co. Sells 1,713 Shares of iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Equitable Trust Co. trimmed its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 1.0% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 166,851 shares of the company’s stock after selling 1,713 shares during the period. Equitable Trust Co.’s holdings […]
Bernardo Wealth Planning Equitable Trust Co Ten Capital Wealth Advisors Wayfinding Financial Fourthought Financial Partners Financial Group
Source: wkrb13.com

Equitable Trust Co. Sells 3,727 Shares of American Express (NYSE:AXP)

Equitable Trust Co. lowered its stake in American Express (NYSE:AXP) by 3.0% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 122,090 shares of the payment services company’s stock after selling 3,727 shares during the quarter. American Express accounts for approximately 1.6% of […]
United States Piper Sandler Network Services Jpmorgan Chase Co Donaldson Capital Management Global Consumer Services Group

Equitable Trust Co. Boosts Stock Position in The Home Depot, Inc. (NYSE:HD)

Equitable Trust Co. grew its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.8% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,838 shares of the home improvement retailer’s stock after purchasing an additional 677 shares […]
Hectora Padilla Equitable Trust Co Wells Fargo Company Moneta Group Investment Advisors Credit Suisse Group Securities Exchange Commission

Equitable Trust Co. Sells 2,332 Shares of Aon plc (NYSE:AON)

Equitable Trust Co. lowered its position in shares of Aon plc (NYSE:AON – Free Report) by 13.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,743 shares of the financial services provider’s stock after selling 2,332 shares during the quarter. […]
Piper Sandler Morgan Stanley Baird Financial Group Inc Panagora Asset Management Inc Equitable Trust Co Jpmorgan Chase Co

Equitable Trust Co. Lowers Position in Ferrari (NYSE:RACE)

Equitable Trust Co. cut its holdings in shares of Ferrari (NYSE:RACE – Free Report) by 12.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,222 shares of the company’s stock after selling 2,153 shares during the quarter. Equitable Trust Co.’s holdings […]
United States Pricet Rowe Associates Inc Norges Bank Jpmorgan Chase Co Vanguard Group Inc Blackrock Inc

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