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TrinityPoint Wealth LLC Cuts Stock Position in Vanguard FTSE Pacific ETF (NYSEARCA:VPL)

TrinityPoint Wealth LLC cut its stake in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Get Rating) by 4.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 87,700 shares of the company’s stock after selling 4,303 shares during the quarter. Vanguard FTSE Pacific […]
Hong Kong New Zealand Company Profile Geneos Wealth Management Inc Ritter Daniher Financial Advisory Trinitypoint Wealth
Source: wkrb13.com

TrinityPoint Wealth LLC Acquires 1,327 Shares of Lockheed Martin Co. (NYSE:LMT)

TrinityPoint Wealth LLC grew its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 92.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,763 shares of the aerospace company’s stock after acquiring an additional 1,327 shares during […]
United States Robertw Baird Timothys Cahill Stephaniec Hill California Public Employees Retirement System Martin Co

TrinityPoint Wealth LLC Raises Position in Pfizer Inc. (NYSE:PFE)

TrinityPoint Wealth LLC raised its holdings in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 23.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 79,232 shares of the biopharmaceutical company’s stock after acquiring an additional 14,967 shares during the quarter. Pfizer makes […]
Cantor Fitzgerald Rb Capital Management United Bank Jefferies Financial Group Ironwood Wealth Management Securities Exchange Commission

Ally Financial Inc. (NYSE:ALLY) Shares Acquired by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC boosted its holdings in shares of Ally Financial Inc. (NYSE:ALLY – Get Rating) by 4.0% in the 4th quarter, Holdings Channel reports. The firm owned 72,785 shares of the financial services provider’s stock after buying an additional 2,824 shares during the period. TrinityPoint Wealth LLC’s holdings in Ally Financial were worth $1,780,000 […]
United States Metlife Investment Management Trinitypoint Wealth Da Davidson Holdings Channel Cetera Advisor Networks

TrinityPoint Wealth LLC Sells 305 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

TrinityPoint Wealth LLC trimmed its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Get Rating) by 0.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 32,367 shares of the company’s stock after selling 305 shares during the quarter. iShares 3-7 Year Treasury Bond ETF comprises 0.8% of TrinityPoint Wealth […]
Holdings Channel Trinitypoint Wealth Blackrock Inc York Mellon Corp Year Treasury Bond Fund Charles Schwab Investment Advisory Inc
Source: wkrb13.com

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TrinityPoint Wealth LLC Sells 1,851 Shares of FedEx Co. (NYSE:FDX)

TrinityPoint Wealth LLC cut its position in shares of FedEx Co. (NYSE:FDX – Get Rating) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,777 shares of the shipping service provider’s stock after selling 1,851 shares during the […]
Stephene Gorman My Personal Fedex Services Trinitypoint Wealth Centerstar Asset Management Fedex Co

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC cut its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 11.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 59,721 shares of the wireless technology company’s stock after selling 7,394 shares during the period. QUALCOMM comprises approximately […]
Jeffrey William Henderson Alexanderh Rogers Raymond James Desjardins Global Asset Management Inc Trinitypoint Wealth Slatestone Wealth

TrinityPoint Wealth LLC Has $1.34 Million Stock Holdings in Zions Bancorporation, National Association (NASDAQ:ZION)

TrinityPoint Wealth LLC lessened its stake in shares of Zions Bancorporation, National Association (NASDAQ:ZION – Get Rating) by 13.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 27,192 shares of the bank’s stock after selling 4,313 shares during the quarter. TrinityPoint Wealth LLC’s holdings […]
United States Steven Dan Stephens Commerce Bank Zions Bank Zions Bancorporation National Association Nevada State Bank

TrinityPoint Wealth LLC Sells 597 Shares of Novo Nordisk A/S (NYSE:NVO)

TrinityPoint Wealth LLC cut its holdings in Novo Nordisk A/S (NYSE:NVO – Get Rating) by 4.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,382 shares of the company’s stock after selling 597 shares during the period. TrinityPoint […]
Novo Nordisk Resonant Capital Advisors Jpmorgan Chase Co Credit Suisse Group Securities Exchange Commission Old North State Trust

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC trimmed its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Get Rating) by 61.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,078 shares of the exchange traded fund’s stock after selling 217,307 […]
Company Profile Exchange Commission Barclays Plc Sigfig Wealth Management Trinitypoint Wealth Get Rating
Source: wkrb13.com

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