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May 3, 2023
TrinityPoint Wealth LLC grew its stake in shares of S&P Global Inc. (NYSE:SPGI – Get Rating) by 11.7% in the fourth quarter, HoldingsChannel reports. The fund owned 1,800 shares of the business services provider’s stock after buying an additional 188 shares during the quarter. TrinityPoint Wealth LLC’s holdings in S&P Global were worth $603,000 at […]
May 3, 2023
TrinityPoint Wealth LLC bought a new position in BlackRock, Inc. (NYSE:BLK – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,097 shares of the asset manager’s stock, valued at approximately $777,000. Several other institutional investors have also added […]
May 3, 2023
TrinityPoint Wealth LLC reduced its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,073 shares of the exchange traded fund’s stock after selling 109 shares during the quarter. […]
May 3, 2023
TrinityPoint Wealth LLC lessened its holdings in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Get Rating) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,439 shares of the company’s stock after selling 349 shares during the period. […]
May 3, 2023
Cassaday & Co Wealth Management LLC acquired a new stake in Lockheed Martin Co. (NYSE:LMT – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,739 shares of the aerospace company’s stock, valued at approximately $1,332,000. Several other hedge funds […]
May 3, 2023
Insight 2811 Inc. raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 8.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 19,192 shares of the network equipment provider’s stock after acquiring an additional 1,548 shares during […]
May 3, 2023
TrinityPoint Wealth LLC raised its position in shares of The Sherwin-Williams Company (NYSE:SHW – Get Rating) by 6.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,198 shares of the specialty chemicals company’s stock after buying an additional 126 shares during the […]
May 3, 2023
TrinityPoint Wealth LLC decreased its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 71.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,773 shares of the exchange traded fund’s stock after selling 9,244 shares during […]
May 3, 2023
TrinityPoint Wealth LLC grew its position in NIKE, Inc. (NYSE:NKE – Get Rating) by 4.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,400 shares of the footwear maker’s stock after acquiring an additional 202 shares during the quarter. TrinityPoint Wealth LLC’s holdings […]
May 3, 2023
TrinityPoint Wealth LLC raised its stake in shares of Equinix, Inc. (NASDAQ:EQIX – Get Rating) by 35.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 730 shares of the financial services provider’s stock after purchasing an additional 192 shares during the quarter. TrinityPoint Wealth […]