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April 21, 2024
Klingenstein Fields & Co. LP raised its position in shares of Constellation Brands, Inc. (NYSE:STZ – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 115,560 shares of the company’s stock after purchasing an additional 1,113 shares […]
April 21, 2024
Klingenstein Fields & Co. LP raised its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 26.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,665 shares of the company’s stock after acquiring an additional 7,164 shares during the […]
April 21, 2024
Klingenstein Fields & Co. LP cut its stake in shares of Norfolk Southern Co. (NYSE:NSC – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,589 shares of the railroad operator’s stock after selling 88 shares during the […]
April 21, 2024
Klingenstein Fields & Co. LP increased its holdings in shares of Brookfield Co. (NYSE:BN – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 469,160 shares of the company’s stock after acquiring an additional 2,557 shares during the period. […]
April 21, 2024
Klingenstein Fields & Co. LP cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 4.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 260,429 shares of the network technology company’s stock after selling 12,351 shares […]
January 14, 2024
Navis Wealth Advisors LLC trimmed its holdings in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 10.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,943 shares of the company’s stock after selling 1,455 shares during the quarter. Navis Wealth Advisors LLC’s holdings in […]
January 12, 2024
Klingenstein Fields & Co. LP increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.5% during the third quarter, Holdings Channel.com reports. The firm owned 923 shares of the healthcare conglomerate’s stock after acquiring an additional 88 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in UnitedHealth Group were worth […]
January 11, 2024
Klingenstein Fields & Co. LP decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 7,840 shares of the social networking company’s stock after selling 73 shares during the period. Klingenstein Fields & Co. LP’s holdings in Meta Platforms were worth […]
January 11, 2024
Klingenstein Fields & Co. LP trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.3% during the third quarter, HoldingsChannel.com reports. The fund owned 454,587 shares of the company’s stock after selling 30,689 shares during the quarter. PepsiCo accounts for about 3.8% of Klingenstein Fields & Co. LP’s holdings, making the stock its […]
January 11, 2024
BSW Wealth Partners lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,359 shares of the company’s stock after buying an additional 120 shares during the quarter. BSW Wealth Partners’ holdings in AbbVie […]