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Wealthsource Partners LLC Has $2.11 Million Position in Bristol-Myers Squibb (NYSE:BMY)

Wealthsource Partners LLC reduced its holdings in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 13.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,320 shares of the biopharmaceutical company’s stock after selling 4,698 shares during the period. Wealthsource Partners LLC’s holdings in Bristol-Myers […]
New York United States Bristol Myers Squibb Rupert Vessey Blackrock Inc Wealthsource Partners

Wealthsource Partners LLC Sells 145 Shares of Tesla, Inc. (NASDAQ:TSLA)

Wealthsource Partners LLC decreased its stake in Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 1.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,506 shares of the electric vehicle producer’s stock after selling 145 shares during the period. Wealthsource […]
Hong Kong United States Zachary Kirkhorn Andrewd Baglino Banking Corp Wealthsource Partners

Wealthsource Partners LLC Decreases Position in AbbVie Inc. (NYSE:ABBV)

Wealthsource Partners LLC lessened its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 6.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,470 shares of the company’s stock after selling 425 shares during the quarter. Wealthsource Partners LLC’s holdings […]
Elainek Sorg Carriec Strom Securities Exchange Commission Morgan Stanley Piper Jaffray Companies My Personal

NIKE, Inc. (NYSE:NKE) Shares Sold by Wealthsource Partners LLC

Wealthsource Partners LLC decreased its holdings in NIKE, Inc. (NYSE:NKE – Get Rating) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,648 shares of the footwear maker’s stock after selling 559 shares during the quarter. Wealthsource Partners LLC’s holdings in NIKE […]
Asia Pacific Latin America Johanna Nielsen Markg Parker Nike Inc Hermes Inc Goldman Sachs Group
Source: wkrb13.com

Eli Lilly and Company (NYSE:LLY) Position Cut by Wealthsource Partners LLC

Wealthsource Partners LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY – Get Rating) by 13.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,088 shares of the company’s stock after selling 801 shares during the quarter. Wealthsource Partners LLC’s […]
Societe Generale Donalda Zakrowski Eli Lilly Wealthsource Partners Paragon Advisors Eli Lilly Co

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Wealthsource Partners LLC Decreases Stock Holdings in Bank of America Co. (NYSE:BAC)

Wealthsource Partners LLC lowered its holdings in shares of Bank of America Co. (NYSE:BAC) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 41,621 shares of the financial services provider’s stock after selling 1,933 shares during the quarter. Wealthsource Partners LLC’s holdings […]
United States Matthewm Koder Wells Fargo Company News Ratings For Bank Morgan Stanley Wd Rutherford

Financial Insights Inc. Increases Stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Financial Insights Inc. lifted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 7.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,306 shares of the exchange traded fund’s stock after buying an additional 384 shares during […]
Financial Insights Inc Exchange Commission Wayfinding Financial Growth Index Fund Financial Services Group Inc Wealthsource Partners

Wealthsource Partners LLC Sells 636 Shares of The Procter & Gamble Company (NYSE:PG)

Wealthsource Partners LLC reduced its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 4.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,901 shares of the company’s stock after selling 636 shares during the period. […]
Stifel Nicolaus Shailesh Jejurikar Health Care Wealthsource Partners Paragon Wealth Strategies Bourgeon Capital Management

Wealthsource Partners LLC Sells 3,024 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Wealthsource Partners LLC cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,768 shares of the network equipment provider’s stock after selling 3,024 shares during the […]
Deborahl Stahlkopf Prat Bhatt Credit Suisse Group Cisco Systems Inc Toronto Dominion Bank Dz Bank

Wealthsource Partners LLC Sells 574 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Wealthsource Partners LLC decreased its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,054 shares of the company’s stock after selling 574 shares during the quarter. Wealthsource Partners LLC’s holdings in Vanguard Value […]
United States Arbor Investment Advisors Clearstead Advisors Company Profile Monterey Private Wealth Inc Wealthsource Partners
Source: wkrb13.com

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