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July 25, 2023
FirstPurpose Wealth LLC trimmed its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,932 shares of the company’s stock after selling 423 shares during the quarter. FirstPurpose Wealth LLC’s […]
July 25, 2023
FirstPurpose Wealth LLC lifted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 21.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,445 shares of the CRM provider’s stock after purchasing an additional 788 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC lifted its stake in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 5.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,901 shares of the mining company’s stock after acquiring an additional 332 shares during […]
July 25, 2023
FirstPurpose Wealth LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,545 shares of the company’s stock after acquiring an additional 257 shares during the […]
July 25, 2023
Vision Capital Management Inc. cut its holdings in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) by 1.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,315 shares of the life sciences company’s stock after selling 299 shares during the period. […]
July 25, 2023
River Street Advisors LLC increased its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 4.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,566 shares of the company’s stock after acquiring an additional 146 shares during the period. River Street […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 6.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 7,773 shares of the entertainment giant’s stock after purchasing an additional 487 shares during the quarter. FirstPurpose […]
July 25, 2023
Vision Capital Management Inc. boosted its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 580.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 66,919 shares of the financial services provider’s stock after buying an additional 57,088 shares during the period. Vision Capital Management […]
July 25, 2023
Barnett & Company Inc. cut its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,863 shares of the medical research company’s stock after selling 139 shares during the period. Thermo […]
July 25, 2023
Optimum Investment Advisors reduced its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 5.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,091 shares of the credit services provider’s stock after selling 375 shares during the quarter. Mastercard accounts for 1.2% […]