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TrinityPoint Wealth LLC Purchases 1,222 Shares of Halliburton (NYSE:HAL)

TrinityPoint Wealth LLC increased its position in shares of Halliburton (NYSE:HAL – Get Rating) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,765 shares of the oilfield services company’s stock after acquiring an additional 1,222 shares during […]
Morgan Stanley Securities Exchange Commission Royal Bank Journey Advisory Group Trinitypoint Wealth Woodward Diversified Capital

TrinityPoint Wealth LLC Has $1.50 Million Stock Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

TrinityPoint Wealth LLC reduced its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,694 shares of the Wireless communications provider’s stock after selling 390 shares during the quarter. TrinityPoint […]
Raymond James Neviller Ray Bell Investment Advisors Inc Us Company Profile Parkside Financial Bank Exchange Commission

TrinityPoint Wealth LLC Boosts Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)

TrinityPoint Wealth LLC raised its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 2.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,296 shares of the business services provider’s stock after purchasing an additional 167 shares during the quarter. TrinityPoint […]
Robertw Baird Jpmorgan Chase Co Trinitypoint Wealth Covestor Ltd Employer Organization Services Automatic Data Processing Inc

Comcast Co. (NASDAQ:CMCSA) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC lessened its holdings in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 23.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,973 shares of the cable giant’s stock after selling 11,887 shares during the quarter. TrinityPoint Wealth LLC’s […]
United States Comcast Co Simon Quick Advisors Securities Exchange Commission Trinitypoint Wealth Jackson Creek Investment Advisors

Abbott Laboratories (NYSE:ABT) Shares Acquired by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC increased its holdings in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,868 shares of the healthcare product maker’s stock after purchasing an additional 1,054 shares during the quarter. TrinityPoint […]
Juliel Tyler Raymond James Andreaf Wainer Kokusai Asset Management Co Exchange Commission Renaissance Technologies

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Connectus Wealth LLC Decreases Holdings in The Home Depot, Inc. (NYSE:HD)

Connectus Wealth LLC reduced its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 7.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 272,425 shares of the home improvement retailer’s stock after selling 20,526 shares during the quarter. Home Depot makes […]
Connectus Wealth Investors Inc Trinitypoint Wealth Addison Advisors Home Depot Inc Morgan Stanley

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 2.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 5,932 shares of the healthcare conglomerate’s stock after selling 129 shares during the period. TrinityPoint Wealth LLC’s holdings in UnitedHealth Group were worth $3,145,000 as of its most recent SEC […]
Raymond James Erin Mcsweeney Andrew Witty Charles Schwab Investment Management Inc Nuveen Asset Management Unitedhealth Group Incorporated

TrinityPoint Wealth LLC Lowers Holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

TrinityPoint Wealth LLC trimmed its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Get Rating) by 11.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,254 shares of the company’s stock after selling 8,336 shares during the period. TrinityPoint Wealth LLC’s […]
Trinitypoint Wealth Charles Schwab Securities Exchange Commission Capital Advisors Corp Alesco Advisors Company Profile

TrinityPoint Wealth LLC Has $2.16 Million Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

TrinityPoint Wealth LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 6.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 39,679 shares of the company’s stock after buying an additional 2,238 shares during the quarter. TrinityPoint Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were […]
Trinitypoint Wealth Financial Services Nations Financial Group Inc Company Profile Commonwealth Equity Services Toronto Dominion Bank
Source: wkrb13.com

Honeywell International Inc. (NASDAQ:HON) Shares Purchased by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC grew its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) by 0.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 41,392 shares of the conglomerate’s stock after acquiring an additional 167 shares during the period. Honeywell International makes up 2.0% of TrinityPoint Wealth LLC’s investment portfolio, […]
Royal Bank Fairfield Bush Ironwood Wealth Management Trinitypoint Wealth Morgan Stanley Mirae Asset Global Investments Co

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