State Equity Partner News Today

Golden State Equity Partners boosted its stake in Truist Financial Co. (NYSE:TFC – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,343 shares of the insurance provider’s stock after purchasing an additional 590 shares during the quarter. Golden State Equity […]

Golden State Equity Partners reduced its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 21,962 shares of the CRM provider’s stock after selling 203 shares during the quarter. Salesforce accounts for approximately 1.4% of Golden State Equity Partners’ portfolio, making the stock […]

Golden State Equity Partners grew its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,343 shares of the insurance provider’s stock after buying an additional 590 shares during the quarter. […]

Golden State Equity Partners lessened its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,962 shares of the CRM provider’s stock after selling 203 shares during the quarter. […]

Golden State Equity Partners lowered its position in shares of Deere & Company (NYSE:DE – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 856 shares of the industrial products company’s stock after selling 69 shares […]

Golden State Equity Partners grew its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 8.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,739 shares of the company’s stock after acquiring an additional 225 shares during the period. Golden State Equity […]

Golden State Equity Partners grew its holdings in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 275.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 36,226 shares of the company’s stock after acquiring an additional 26,584 shares during the period. Golden State Equity Partners’ holdings in Vanguard Intermediate-Term Treasury Index ETF […]

Golden State Equity Partners raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 21,306 shares of the oil and gas company’s stock after buying an additional 286 shares during the quarter. Chevron comprises about 0.8% of Golden State Equity […]

Golden State Equity Partners raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,775 shares of the company’s stock after buying an additional 479 shares during the […]

Golden State Equity Partners lifted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 11.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,194 shares of the semiconductor company’s stock after purchasing an additional 223 shares during the period. Golden […]