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TrinityPoint Wealth LLC Sells 4,210 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

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 […]
Markd Papermaster Forrest Eugene Norrod Stifel Nicolaus Advanced Micro Devices Trinitypoint Wealth Securities Exchange Commission

TrinityPoint Wealth LLC Boosts Stock Position in Lockheed Martin Co. (NYSE:LMT)

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 […]
Robertw Baird John Donovan Coppell Advisory Solutions Corp Lockheed Martin Jpmorgan Chase Co Wells Fargo Company

PayPal Holdings, Inc. (NASDAQ:PYPL) Holdings Trimmed by Great Diamond Partners LLC

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 […]
Paypal Zettle Trinitypoint Wealth Jefferies Financial Group Albion Financial Group Pinnacle Financial Partners Inc Americana Partners
Source: wkrb13.com

TrinityPoint Wealth LLC Decreases Stock Holdings in Ally Financial Inc. (NYSE:ALLY)

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 […]
United States Piper Sandler Trinitypoint Wealth Da Davidson Metlife Investment Management Royal Bank
Source: wkrb13.com

TrinityPoint Wealth LLC Has $1.67 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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 […]
United States Trinitypoint Wealth Blue Bell Private Wealth Management Princeton Global Asset Management Stonebridge Capital Advisors Securities Exchange Commission

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Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by TrinityPoint Wealth LLC

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 […]
Victor Peng Markd Papermaster Continuum Advisory Capital Advisory Group Services Hazlett Burt Watson Inc Wolfe Research
Source: wkrb13.com

TrinityPoint Wealth LLC Purchases 3,408 Shares of The Walt Disney Company (NYSE:DIS)

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 […]
Walt Disney Morgan Stanley Pricet Rowe Associates Inc Trinitypoint Wealth Trian Fund Management National Geographic

TrinityPoint Wealth LLC Purchases 212 Shares of Lowe's Companies, Inc. (NYSE:LOW)

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 […]
United States Donald Frieson Piper Sandler Robertw Baird News Ratings For Lowe Companies Daily Trinitypoint Wealth

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Stock Position Trimmed by TrinityPoint Wealth LLC

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 […]
Synovus Financial Corp Cibc World Market Inc Us Index Fund Newedge Advisors Trinitypoint Wealth Ironwood Wealth Management

TrinityPoint Wealth LLC Purchases 534 Shares of PepsiCo, Inc. (NASDAQ:PEP)

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 […]
New Zealand United States Asia Pacific Equitable Holdings Inc Deutsche Bank Aktiengesellschaft Trinitypoint Wealth

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