📰 Trinitypoint Wealth News
Page 8 - Trinitypoint Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Trinitypoint Wealth. Real-time updates on events, politics, business and more.
February 11, 2024
Mitsubishi UFJ Trust & Banking Corp decreased its holdings in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 275,965 shares of the company’s stock after selling 13,041 shares during the quarter. Mitsubishi UFJ Trust & […]
February 11, 2024
Roffman Miller Associates Inc. PA raised its holdings in Accenture plc (NYSE:ACN – Free Report) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 65,827 shares of the information technology services provider’s stock after acquiring an additional 1,536 shares during the […]
February 11, 2024
Deutsche Bank AG lowered its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 20.1% in the 3rd quarter, Holdings Channel reports. The fund owned 878,166 shares of the retailer’s stock after selling 220,596 shares during the period. Deutsche Bank AG’s holdings in Costco Wholesale were worth $496,129,000 as of its most […]
February 11, 2024
Prudent Man Advisors LLC cut its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.2% in the third quarter, Holdings Channel reports. The firm owned 1,858 shares of the retailer’s stock after selling 41 shares during the quarter. Prudent Man Advisors LLC’s holdings in Costco Wholesale were worth $1,050,000 at the […]
February 10, 2024
Hamilton Point Investment Advisors LLC raised its stake in Accenture plc (NYSE:ACN – Free Report) by 0.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,439 shares of the information technology services provider’s stock after purchasing an additional 225 shares […]
February 9, 2024
Shell Asset Management Co. decreased its holdings in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,967 shares of the technology company’s stock after selling 137 […]
February 9, 2024
Aptus Capital Advisors LLC increased its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 14,038 shares of the specialty chemicals company’s stock after purchasing an additional 338 shares during the quarter. Aptus Capital […]
February 9, 2024
Howe & Rusling Inc. cut its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 21.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,070 shares of the specialty chemicals company’s stock after selling 286 shares during the period. Howe & Rusling Inc.’s holdings in […]
February 8, 2024
TrinityPoint Wealth LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 183,771 shares of the information services provider’s stock after selling 615 shares during the period. Alphabet comprises about 4.7% of […]
February 6, 2024
ProVise Management Group LLC trimmed its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 175,155 shares of the company’s stock after selling 7,676 shares during […]