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April 15, 2023
SlateStone Wealth LLC lifted its position in shares of Bank of America Co. (NYSE:BAC – Get Rating) by 2.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 22,247 shares of the financial services provider’s stock after buying an additional 557 shares during the period. SlateStone Wealth LLC’s […]
April 15, 2023
SlateStone Wealth LLC raised its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Get Rating) by 36.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,777 shares of the exchange traded fund’s stock after purchasing an additional 4,465 shares during the […]
April 15, 2023
SlateStone Wealth LLC lifted its holdings in shares of SKYX Platforms Corp. (NASDAQ:SKYX – Get Rating) by 7.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 336,384 shares of the company’s stock after acquiring an additional 23,555 shares during the quarter. SlateStone […]
April 15, 2023
SlateStone Wealth LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 3.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 973 shares of the semiconductor manufacturer’s stock after selling 34 shares during the quarter. SlateStone Wealth LLC’s holdings in Broadcom […]
April 15, 2023
SlateStone Wealth LLC lessened its stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Get Rating) by 7.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 10,032 shares of the company’s stock after selling 826 shares during the period. SlateStone Wealth LLC’s holdings in iShares S&P Mid-Cap 400 Growth […]
April 15, 2023
SlateStone Wealth LLC boosted its holdings in Target Co. (NYSE:TGT – Get Rating) by 5.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,336 shares of the retailer’s stock after buying an additional 207 shares during the quarter. SlateStone […]
April 15, 2023
SlateStone Wealth LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 20.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,565 shares of the company’s stock after purchasing an additional 267 shares […]
April 15, 2023
SlateStone Wealth LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Get Rating) by 2.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,704 shares of the company’s stock after buying an additional 77 shares during the quarter. SlateStone Wealth LLC’s holdings in Eli Lilly and were worth $989,000 […]
April 15, 2023
SlateStone Wealth LLC decreased its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,364 shares of the exchange traded fund’s stock after selling 300 shares during the quarter. SlateStone […]
April 15, 2023
SlateStone Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 19.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,098 shares of the exchange traded fund’s stock after purchasing an additional 1,002 […]