📰 Performance Advisors News
Page 6 - Performance Advisors News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Performance Advisors. Real-time updates on events, politics, business and more.
August 10, 2023
Capital Performance Advisors LLP raised its position in The Walt Disney Company (NYSE:DIS – Free Report) by 10.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,095 shares of the entertainment giant’s stock after buying an additional 300 […]
August 9, 2023
Kanawha Capital Management LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 25.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,069 shares of the company’s stock after selling 699 shares […]
August 9, 2023
Capital Performance Advisors LLP raised its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 7.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,690 shares of the company’s stock after buying an additional 625 shares during the quarter. Capital […]
August 9, 2023
Capital Performance Advisors LLP cut its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 145,000 shares of the company’s stock after selling 4,925 shares during the quarter. Dimensional U.S. […]
August 9, 2023
Capital Performance Advisors LLP increased its stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 2.0% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 18,511 shares of the company’s stock after acquiring an additional 370 shares during the period. Avantis U.S. Equity […]
August 9, 2023
Capital Performance Advisors LLP reduced its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 0.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 143,492 shares of the company’s stock after selling 1,039 shares during the period. Dimensional […]
August 8, 2023
Brown Advisory Inc. increased its position in Blackstone Inc. (NYSE:BX – Free Report) by 5.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,476,768 shares of the asset manager’s stock after buying an additional 297,366 shares during the quarter. Brown Advisory Inc. owned about […]
August 8, 2023
Phillips Financial Management LLC reduced its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 117,423 shares of the company’s stock after selling 13,658 shares during the quarter. […]
May 24, 2023
HEIDELBERG Technology & Partnership Help Fuel Inland Packaging’s Continued Growth & Success
May 3, 2023
Stevens Capital Management LP acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 99,667 shares of the financial services provider’s stock, valued at approximately $13,365,000. JPMorgan Chase & Co. makes up about […]