📰 Trinitypoint Wealth News
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July 29, 2023
TrinityPoint Wealth LLC cut its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 20.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,994 shares of the semiconductor manufacturer’s stock after selling 4,210 shares during the period. TrinityPoint Wealth […]
July 29, 2023
TrinityPoint Wealth LLC increased its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 7.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,959 shares of the aerospace company’s stock after acquiring an additional 196 shares during the quarter. TrinityPoint Wealth […]
July 29, 2023
Great Diamond Partners LLC trimmed its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,168 shares of the credit services provider’s stock after selling 159 shares […]
July 29, 2023
TrinityPoint Wealth LLC lessened its position in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) by 10.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,853 shares of the financial services provider’s stock after selling 7,932 shares during […]
July 29, 2023
TrinityPoint Wealth LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 13.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,273 shares of the exchange traded fund’s stock after purchasing an additional 2,061 […]
July 29, 2023
TrinityPoint Wealth LLC lowered its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 20.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,994 shares of the semiconductor manufacturer’s stock after selling 4,210 shares during the period. TrinityPoint Wealth […]
July 29, 2023
TrinityPoint Wealth LLC increased its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 18.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,358 shares of the entertainment giant’s stock after purchasing an additional 3,408 shares during the quarter. TrinityPoint Wealth LLC’s […]
July 29, 2023
TrinityPoint Wealth LLC raised its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,867 shares of the home improvement retailer’s stock after buying an additional 212 shares during the […]
July 29, 2023
TrinityPoint Wealth LLC cut its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 127,025 shares of the company’s stock after selling 5,318 shares during the quarter. Vanguard FTSE […]
July 29, 2023
TrinityPoint Wealth LLC raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,685 shares of the company’s stock after acquiring an additional 534 shares during the quarter. TrinityPoint Wealth LLC’s holdings […]