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The Goldman Sachs Group, Inc. (NYSE:GS) Stock Holdings Lifted by Wrapmanager Inc.

Wrapmanager Inc. lifted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 16.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,038 shares of the investment management company’s stock after acquiring an additional 144 shares […]
Philipr Berlinski Exchange Commission Transamerica Financial Advisors Inc Paragon Wealth Strategies Securities Exchange Commission Goldman Sachs Group Dividend Announcement

Wrapmanager Inc. Buys 464 Shares of NextEra Energy, Inc. (NYSE:NEE)

Wrapmanager Inc. raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 7.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,464 shares of the utilities provider’s stock after buying an additional 464 shares during the quarter. Wrapmanager Inc.’s […]
United States Nextera Energy Nextera Energy Inc News Ratings For Nextera Energy Daily Quarter For Nextera Energy Morgan Stanley
Source: wkrb13.com

Wrapmanager Inc. Sells 2,719 Shares of Merck & Co., Inc. (NYSE:MRK)

Wrapmanager Inc. lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 20.3% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,707 shares of the company’s stock after selling 2,719 shares during the period. Wrapmanager Inc.’s holdings in Merck & Co., Inc. […]
Societe Generale Sanat Chattopadhyay Steven Mizell Wrapmanager Inc Quarter For Merck Co Inc Retirement Financial Solutions

Wrapmanager Inc. Makes New Investment in Meta Platforms, Inc. (NASDAQ:META)

Wrapmanager Inc. acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 4,200 shares of the social networking company’s stock, valued at approximately $505,000. Several other institutional investors and hedge funds have also […]
United States Andrew Bosworth Bellevue Asset Management Wrapmanager Inc Securities Exchange Commission Meta Platforms Inc
Source: wkrb13.com

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Wrapmanager Inc. Makes New $297,000 Investment in CVS Health Co. (NYSE:CVS)

Wrapmanager Inc. bought a new position in CVS Health Co. (NYSE:CVS – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,186 shares of the pharmacy operator’s stock, valued at approximately $297,000. Other hedge funds have also recently added to or reduced […]
Exchange Commission Capital Advisors Inc Health Co Mendota Financial Group Deutsche Bank Aktiengesellschaft Health Dividend Announcement

Amarillo National Bank Has $7.89 Million Position in iShares Global Clean Energy ETF (NASDAQ:ICLN)

Amarillo National Bank reduced its holdings in iShares Global Clean Energy ETF (NASDAQ:ICLN – Get Rating) by 6.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 397,519 shares of the company’s stock after selling 27,942 shares during the quarter. iShares Global Clean Energy ETF […]
Company Profile Meitav Dash Investments Ltd Global Clean Energy Sp Global Clean Energy Index Yd More Investments Ltd Amarillo National Bank

Wrapmanager Inc. Has $292,000 Stock Holdings in First Interstate BancSystem, Inc. (NASDAQ:FIBK)

Wrapmanager Inc. cut its holdings in shares of First Interstate BancSystem, Inc. (NASDAQ:FIBK – Get Rating) by 13.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 7,558 shares of the financial services provider’s stock after selling 1,189 shares during the quarter. Wrapmanager Inc.’s holdings in First Interstate BancSystem were worth $292,000 at […]
Juliea Scott James Brannen Janney Montgomery Scott Holdings Channel Securities Exchange Commission First Interstate Bancsystem Company Profile

Wrapmanager Inc. Takes $345,000 Position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Wrapmanager Inc. acquired a new stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Get Rating) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 7,580 shares of the company’s stock, valued at approximately $345,000. A number of other large investors have also recently made […]
United States Company Profile National Bancorp Avantax Advisory Services Inc Fourthought Financial Wrapmanager Inc
Source: wkrb13.com

Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by RPG Investment Advisory LLC

RPG Investment Advisory LLC trimmed its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,851 shares of the medical equipment provider’s stock after selling 94 shares during the […]
John Gordon Freund Fredrik Widman Piper Sandler Robert Desantis Securities Exchange Commission Ropes Wealth Advisors

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