📰 Trinitypoint Wealth News
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July 30, 2023
TrinityPoint Wealth LLC lifted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 1.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,936 shares of the company’s stock after purchasing an additional 205 shares during the quarter. TrinityPoint Wealth […]
July 30, 2023
First National Bank & Trust Co. of Newtown lessened its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 1.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,985 shares of the biopharmaceutical company’s stock after selling 490 shares during the […]
July 30, 2023
TrinityPoint Wealth LLC trimmed its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 7.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 2,136 shares of the exchange traded fund’s stock after selling 163 shares during the quarter. TrinityPoint Wealth LLC’s holdings in Vanguard Information Technology ETF were worth $823,000 […]
July 30, 2023
Barber Financial Group Inc. cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,765 shares of the exchange traded fund’s stock after selling 192 shares during the […]
July 30, 2023
Strategies Wealth Advisors LLC trimmed its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,654 shares of the company’s stock after selling 190 shares during the quarter. Strategies Wealth Advisors LLC’s […]
July 30, 2023
TrinityPoint Wealth LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.5% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,325 shares of the electric vehicle producer’s stock after purchasing an additional 130 shares during the period. TrinityPoint Wealth LLC’s holdings in […]
July 30, 2023
TrinityPoint Wealth LLC bought a new position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 3,845 shares of the company’s stock, valued at approximately $213,000. Other large investors have also bought and sold […]
July 30, 2023
CIC Wealth LLC trimmed its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 10.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,527 shares of the exchange traded fund’s stock after selling 505 shares during the quarter. […]
July 30, 2023
TrinityPoint Wealth LLC cut its stake in Intel Co. (NASDAQ:INTC – Free Report) by 12.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,117 shares of the chip maker’s stock after selling 1,598 shares during the period. TrinityPoint Wealth […]
July 30, 2023
TrinityPoint Wealth LLC grew its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 29.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,700 shares of the footwear maker’s stock after buying an additional 1,300 shares during the period. TrinityPoint Wealth LLC’s […]