Page 3 - Trinitypoint Wealth News Today

TrinityPoint Wealth LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,922 shares of the company’s stock after purchasing an additional 433 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond […]

TrinityPoint Wealth LLC lessened its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 37,562 shares of the financial services provider’s stock after selling 3,885 shares during the period. TrinityPoint Wealth LLC’s […]

TrinityPoint Wealth LLC lessened its stake in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 15.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,853 shares of the business services provider’s stock after selling 1,269 shares during the period. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC cut its stake in The Southern Company (NYSE:SO – Free Report) by 3.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,440 shares of the utilities provider’s stock after selling 632 shares during the quarter. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC lessened its stake in shares of BlackRock MuniYield Quality Fund III, Inc. (NYSE:MYI – Free Report) by 24.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,359 shares of the investment management company’s stock after selling 39,836 shares […]

TrinityPoint Wealth LLC trimmed its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 15,557 shares of the company’s stock after selling 393 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares 1-3 Year Treasury Bond ETF […]

TrinityPoint Wealth LLC increased its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 2.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,068 shares of the industrial products company’s stock after buying an additional 95 shares during the period. TrinityPoint Wealth LLC’s holdings in Illinois Tool Works were worth $1,065,000 as […]

TrinityPoint Wealth LLC raised its holdings in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 196.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,395 shares of the company’s stock after acquiring an additional 20,132 shares during the quarter. TrinityPoint Wealth […]

3Chopt Investment Partners LLC acquired a new position in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 599 shares of the biopharmaceutical company’s stock, valued at approximately $526,000. Several other institutional investors also recently bought and sold shares of the company. Eudaimonia Advisors LLC boosted its stake […]

Quantitative Strategies Inc. grew its position in shares of Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 118,997 shares of the company’s stock after acquiring an additional 2,102 […]