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May 3, 2023
TrinityPoint Wealth LLC increased its position in shares of Republic Services, Inc. (NYSE:RSG – Get Rating) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,184 shares of the business services provider’s stock after purchasing an additional 223 shares during the […]
May 3, 2023
Cassaday & Co Wealth Management LLC acquired a new stake in Pfizer Inc. (NYSE:PFE – Get Rating) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 44,979 shares of the biopharmaceutical company’s stock, valued at approximately $2,305,000. Several other institutional investors have also added to or reduced […]
May 3, 2023
TrinityPoint Wealth LLC lifted its position in McCormick & Company, Incorporated (NYSE:MKC – Get Rating) by 16.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,696 shares of the company’s stock after acquiring an additional 805 shares during the period. TrinityPoint […]
May 3, 2023
BCGM Wealth Management LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 76,567 shares of the company’s stock after selling 105 shares during the quarter. iShares Core S&P 500 ETF accounts for about 14.3% of BCGM Wealth […]
May 3, 2023
BCGM Wealth Management LLC lifted its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 0.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,349 shares of the exchange traded fund’s stock after buying an additional 277 shares […]
May 3, 2023
TrinityPoint Wealth LLC reduced its stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Get Rating) by 16.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,558 shares of the technology company’s stock after selling 2,024 shares during the […]
May 3, 2023
TrinityPoint Wealth LLC purchased a new position in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 16,419 shares of the company’s stock, valued at approximately $842,000. TrinityPoint Wealth LLC owned approximately […]
May 3, 2023
TrinityPoint Wealth LLC grew its holdings in shares of GXO Logistics, Inc. (NYSE:GXO – Get Rating) by 21.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,554 shares of the company’s stock after acquiring an additional 1,665 shares during the […]
May 3, 2023
TrinityPoint Wealth LLC raised its stake in shares of iShares Biotechnology ETF (NASDAQ:IBB – Get Rating) by 9.5% in the 4th quarter, HoldingsChannel reports. The firm owned 2,701 shares of the financial services provider’s stock after purchasing an additional 235 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares Biotechnology ETF were worth $355,000 […]
May 3, 2023
ICICI Prudential Asset Management Co Ltd raised its stake in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 36.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,410 shares of the software maker’s stock after purchasing an additional 375 […]