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Wealth Effects LLC Sells 63 Shares of Broadcom Inc. (NASDAQ:AVGO)

Wealth Effects LLC trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 9.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 604 shares of the semiconductor manufacturer’s stock after selling 63 shares during the quarter. Wealth Effects LLC’s […]
Raulj Fernandez Broadcom Inc Semiconductor Solutions Infrastructure Software Purus Wealth Management Bay Rivers Group

Wealth Effects LLC Sells 609 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Wealth Effects LLC decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 15.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,393 shares of the credit services provider’s stock after selling 609 shares during the period. Wealth Effects LLC’s holdings […]
Danielh Schulman Financial Group Joseph Group Capital Management Wealth Effects Old North State Trust Capital Directions Investment Advisors

81,578 Shares in RPC, Inc. (NYSE:RES) Bought by Navellier & Associates Inc.

ESG Planning lessened its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 58.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,551 shares of the exchange traded fund’s stock after selling 11,895 shares during the period. Vanguard […]
United States Exchange Commission Wealth Effects Lodestar Private Asset Management Vanguard Information Technology News Ratings For Vanguard Information Technology

Wealth Effects LLC Purchases New Stake in YETI Holdings, Inc. (NYSE:YETI)

Wealth Effects LLC purchased a new stake in YETI Holdings, Inc. (NYSE:YETI – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,370 shares of the company’s stock, valued at approximately $263,000. Several other hedge funds have also […]
Raymond James Canaccord Genuity Group Renaissance Technologies Scout Investments Inc Exchange Commission Company Profile

Wealth Effects LLC Has $288,000 Stock Position in Tractor Supply (NASDAQ:TSCO)

Wealth Effects LLC decreased its stake in shares of Tractor Supply (NASDAQ:TSCO – Get Rating) by 9.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,280 shares of the specialty retailer’s stock after selling 135 shares during the quarter. Wealth Effects LLC’s holdings […]
Robertw Baird Colin Yankee Gordon Haskett Harrya Lawton Tractor Supply Co Sei Investments Co

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Wealth Effects LLC Has $194,000 Stake in Fastly, Inc. (NYSE:FSLY)

Wealth Effects LLC lowered its position in shares of Fastly, Inc. (NYSE:FSLY – Get Rating) by 61.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,746 shares of the company’s stock after selling 37,523 shares during the period. Wealth Effects LLC’s […]
United States San Francisco Gil Penchina Artur Bergman Simon Wistow Tyler Mcmullen

Wealth Effects LLC Reduces Stock Position in Hydrofarm Holdings Group, Inc. (NASDAQ:HYFM)

Wealth Effects LLC cut its position in shares of Hydrofarm Holdings Group, Inc. (NASDAQ:HYFM – Get Rating) by 38.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,025 shares of the company’s stock after selling 10,760 shares during the period. Wealth […]
United States Exchange Commission Hydrofarm Holdings Group Stock Performance Texas Capital Bank Wealth Management Services Inc Hydrofarm Holdings Group Inc Hydrofarm Holdings Group Company Profile

Wealth Effects LLC Has $226,000 Position in United Parcel Service, Inc. (NYSE:UPS)

Wealth Effects LLC lowered its holdings in United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,298 shares of the transportation company’s stock after selling 69 shares during the quarter. Wealth Effects […]
Brian Newman Raymond James International Package Chain Solutions United Parcel Service Inc News Ratings For United Parcel Service Daily

Wealth Effects LLC Decreases Holdings in Twilio Inc. (NYSE:TWLO)

Wealth Effects LLC trimmed its position in shares of Twilio Inc. (NYSE:TWLO – Get Rating) by 42.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,985 shares of the technology company’s stock after selling 5,130 shares during the period. Wealth […]
San Francisco United States Donna Dubinsky John Wolthuis Jefferyg Lawson Evan Cooke
Source: wkrb13.com

Wealth Effects LLC Has $96,000 Stock Holdings in SCYNEXIS, Inc. (NASDAQ:SCYX)

Wealth Effects LLC reduced its stake in shares of SCYNEXIS, Inc. (NASDAQ:SCYX – Get Rating) by 29.7% in the 4th quarter, Holdings Channel reports. The firm owned 61,550 shares of the company’s stock after selling 26,000 shares during the quarter. Wealth Effects LLC’s holdings in SCYNEXIS were worth $96,000 at the end of the most […]
Citigroup Inc Dimensional Fund Advisors Maxim Group Scynexis Inc Wealth Effects Holdings Channel

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