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April 1, 2024
First Citizens Bank & Trust Co. decreased its position in shares of Regions Financial Co. (NYSE:RF – Free Report) by 16.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 342,775 shares of the bank’s stock after selling 69,343 shares during the quarter. […]
March 27, 2024
Acorn Financial Advisory Services Inc. ADV decreased its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,740 shares of the company’s stock after selling 893 shares during the period. […]
March 26, 2024
Aprio Wealth Management LLC raised its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 58.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,717 shares of the company’s stock after purchasing an additional 2,487 shares during the quarter. Aprio […]
March 24, 2024
Insight Folios Inc trimmed its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 16,150 shares of the company’s stock after selling 740 shares during the quarter. Insight Folios Inc’s holdings in Vanguard Short-Term Bond ETF were worth $1,244,000 at the end of […]
March 24, 2024
Insight Folios Inc cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,150 shares of the company’s stock after selling 740 shares during the period. Insight Folios Inc’s holdings […]
March 14, 2024
West Paces Advisors Inc. lowered its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,642 shares of the company’s stock after selling 177 shares during the period. West Paces Advisors Inc.’s holdings in Johnson […]
March 14, 2024
West Paces Advisors Inc. cut its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 6.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,189 shares of the coffee company’s stock after selling 931 shares during the quarter. West Paces Advisors Inc.’s […]
March 14, 2024
West Paces Advisors Inc. decreased its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 5.8% during the third quarter, HoldingsChannel reports. The firm owned 5,562 shares of the chip maker’s stock after selling 340 shares during the quarter. West Paces Advisors Inc.’s holdings in Intel were worth $198,000 at the end of […]
March 13, 2024
West Paces Advisors Inc. lessened its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 384 shares of the credit services provider’s stock after selling 67 shares during the period. West Paces […]
March 13, 2024
West Paces Advisors Inc. lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,771 shares of the company’s stock after selling 175 shares during the quarter. […]