Page 25 - Wealth Effects News Today

Capital Investment Advisory Services LLC lessened its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 13.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 780 shares of the exchange traded fund’s stock after selling 121 shares during the quarter. Capital Investment Advisory Services LLC’s holdings in Vanguard […]

Wealth Effects LLC reduced its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,390 shares of the credit-card processor’s stock after selling 112 shares during the period. Wealth Effects LLC’s holdings […]

Wealth Effects LLC boosted its stake in BlackRock MuniHoldings New Jersey Quality Fund, Inc. (NYSE:MUJ – Get Rating) by 7.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,594 shares of the financial services provider’s stock after buying an additional 1,500 shares during […]

Wealth Effects LLC decreased its position in Barclays PLC (NYSE:BCS) by 71.4% in the 4th quarter, Holdings Channel reports. The fund owned 10,000 shares of the financial services provider’s stock after selling 25,000 shares during the period. Wealth Effects LLC’s holdings in Barclays were worth $78,000 as of its most recent SEC filing. A number […]

Wealth Effects LLC decreased its position in shares of Dynavax Technologies Co. (NASDAQ:DVAX – Get Rating) by 38.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,750 shares of the biopharmaceutical company’s stock after selling 17,500 shares during […]

Wealth Effects LLC trimmed its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 2.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,573 shares of the semiconductor manufacturer’s stock after selling 115 shares during the quarter. Wealth Effects […]

Wealth Effects LLC lifted its holdings in shares of Pioneer Natural Resources (NYSE:PXD – Get Rating) by 31.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,562 shares of the oil and gas development company’s stock after purchasing an additional 370 shares during the period. Wealth Effects […]

Wealth Effects LLC trimmed its position in Kyndryl Holdings, Inc. (NYSE:KD – Get Rating) by 9.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,738 shares of the company’s stock after selling 1,700 shares during the period. Wealth Effects LLC’s holdings in Kyndryl were worth […]

Wealth Effects LLC bought a new stake in The Toronto-Dominion Bank (NYSE:TD – Get Rating) (TSE:TD) during the fourth quarter, Holdings Channel reports. The institutional investor bought 3,258 shares of the bank’s stock, valued at approximately $211,000. A number of other institutional investors have also modified their holdings of TD. Simplicity Solutions LLC purchased a […]

Wealth Effects LLC lowered its stake in shares of Roku, Inc. (NASDAQ:ROKU – Get Rating) by 74.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,514 shares of the company’s stock after selling 16,073 shares during the period. Wealth […]