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May 20, 2023
Wealthsource Partners LLC cut its position in Walmart Inc. (NYSE:WMT – Get Rating) by 25.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,595 shares of the retailer’s stock after selling 2,557 shares during the quarter. Wealthsource Partners LLC’s holdings in Walmart were worth $1,077,000 as of its most recent filing with the […]
May 20, 2023
Wealthsource Partners LLC decreased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 2.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,179 shares of the company’s stock after selling 263 shares during the period. Wealthsource Partners […]
May 20, 2023
Wealthsource Partners LLC boosted its holdings in shares of Canadian Pacific Kansas City Limited (NYSE:CP – Get Rating) (TSE:CP) by 14.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,773 shares of the transportation company’s stock after acquiring […]
May 20, 2023
Wealthsource Partners LLC cut its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,928 shares of the home improvement retailer’s stock after selling 165 shares during the quarter. Wealthsource Partners LLC’s […]
May 20, 2023
Wealthsource Partners LLC trimmed its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,928 shares of the home improvement retailer’s stock after selling 165 shares […]
May 20, 2023
Wealthsource Partners LLC grew its position in Canadian Pacific Kansas City Limited (NYSE:CP – Get Rating) (TSE:CP) by 14.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,773 shares of the transportation company’s stock after purchasing an additional […]
May 20, 2023
Brandywine Global Investment Management LLC lowered its position in shares of D.R. Horton, Inc. (NYSE:DHI – Get Rating) by 40.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 739,685 shares of the construction company’s stock after selling 494,956 shares during the quarter. Brandywine Global Investment Management LLC’s holdings in D.R. Horton were worth $65,936,000 […]
May 20, 2023
Wealthsource Partners LLC reduced its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 6.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 9,054 shares of the company’s stock after selling 574 shares during the period. Wealthsource Partners LLC’s holdings in Vanguard Value ETF […]
May 20, 2023
Wealthsource Partners LLC lessened its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 2.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,179 shares of the company’s stock after selling 263 shares during the […]
May 20, 2023
Wealthsource Partners LLC lessened its stake in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 1.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,252 shares of the company’s stock after selling 189 shares during the quarter. […]