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Simon Quick Advisors LLC Sells 6,061 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Simon Quick Advisors LLC reduced its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 15.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 32,530 shares of the company’s stock after selling 6,061 shares during the period. Simon Quick Advisors […]
Simon Quick Advisors Eversource Wealth Advisors Wealth Management Sei Investments Co Money Concepts Capital Corp Capital Investment Advisors

Simon Quick Advisors LLC Trims Stock Position in The Home Depot, Inc. (NYSE:HD)

Simon Quick Advisors LLC lowered its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 13.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,193 shares of the home improvement retailer’s stock after selling 838 shares during the period. […]
United States Stifel Nicolaus Timothya Hourigan Robertw Baird Edwardp Decker First Trust Advisors
Source: wkrb13.com

Simon Quick Advisors LLC Purchases 3,125 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Simon Quick Advisors LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 379,580 shares of the company’s stock after purchasing an additional 3,125 shares during the quarter. […]
United States Vanguard Value Index Fund Simon Quick Advisors National Association Avantax Advisory Services Inc Securities Exchange Commission

Simon Quick Advisors LLC Has $1.73 Million Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)

Simon Quick Advisors LLC boosted its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 18.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 23,497 shares of the company’s stock after buying an additional 3,650 shares during the period. Simon Quick Advisors LLC’s holdings in Vanguard Total Bond Market ETF were […]
Investment Management Inc Roundview Capital Blair William Co Cibc World Market Inc Simon Quick Advisors Vanguard Group Inc
Source: wkrb13.com

Simon Quick Advisors LLC Has $219,000 Stock Position in Starbucks Co. (NASDAQ:SBUX)

Simon Quick Advisors LLC lowered its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 37.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,283 shares of the coffee company’s stock after selling 1,392 shares during the period. Simon Quick Advisors LLC’s holdings in Starbucks were worth $219,000 at the […]
United States Michael Aaron Conway Starbucks Corporation Channel Development Jpmorgan Chase Co Morgan Stanley

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Simon Quick Advisors LLC Has $1.41 Million Stock Position in Accenture plc (NYSE:ACN)

Simon Quick Advisors LLC grew its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 67.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,008 shares of the information technology services provider’s stock after buying an additional 1,612 shares […]
Redburn Atlantic Kathleenr Mcclure Piper Sandler Manish Sharma Guardian Wealth Management Inc Royal Bank

Fort Washington Investment Advisors Inc. OH Sells 23,082 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

Fort Washington Investment Advisors Inc. OH cut its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 24.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,049 shares of the company’s stock after selling 23,082 shares during the quarter. […]
United States Index Fund Fort Washington Investment Advisors Inc Centerpoint Advisors Raymond James Associates Exchange Commission
Source: wkrb13.com

Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG) Shares Purchased by Simon Quick Advisors LLC

Simon Quick Advisors LLC grew its holdings in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 2.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,972 shares of the company’s stock after acquiring an additional 97 shares during […]
Dunhill Financial Envestnet Portfolio Solutions Inc Simon Quick Advisors Cadence Bank Exchange Commission Cornerstone Wealth Management

Simon Quick Advisors LLC Decreases Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Simon Quick Advisors LLC lowered its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 291,197 shares of the company’s stock after selling 787 shares during the […]
Simon Quick Advisors Morgan Stanley Hb Wealth Management Jpmorgan Chase Co Cerity Partners Company Profile

Illinois Tool Works Inc. (NYSE:ITW) Stake Raised by Simon Quick Advisors LLC

Simon Quick Advisors LLC raised its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 5.3% in the fourth quarter, Holdings Channel reports. The firm owned 1,292 shares of the industrial products company’s stock after buying an additional 65 shares during the period. Simon Quick Advisors LLC’s holdings in Illinois Tool […]
United States Michaelm Larsen Ernest Scott Santi Stifel Nicolaus Briaud Financial Planning Inc Holdings Channel
Source: wkrb13.com

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