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Wrapmanager Inc. Acquires 77 Shares of Tesla, Inc. (NASDAQ:TSLA)

Wrapmanager Inc. boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 2.0% in the fourth quarter, HoldingsChannel reports. The firm owned 3,954 shares of the electric vehicle producer’s stock after purchasing an additional 77 shares during the quarter. Wrapmanager Inc.’s holdings in Tesla were worth $487,000 as of its most recent […]
Tudor Pickering Andrewd Baglino Kimbal Musk Cranbrook Wealth Management Financial Group Tesla Inc
Source: wkrb13.com

Wrapmanager Inc. Has $4.67 Million Stock Holdings in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL)

Wrapmanager Inc. reduced its position in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Get Rating) by 18.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 172,958 shares of the company’s stock after selling 39,843 shares during the period. VanEck Fallen Angel High Yield Bond ETF […]
Ae Wealth Management Oneascent Financial Services Company Profile Asset Management Inc Arete Wealth Advisors Third Securities Inc

Bank of America Co. (NYSE:BAC) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. reduced its stake in shares of Bank of America Co. (NYSE:BAC) by 4.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 31,621 shares of the financial services provider’s stock after selling 1,468 shares during the period. Wrapmanager Inc.’s holdings in Bank of America were worth […]
United States Matthewm Koder Ten Capital Wealth Advisors America Corp America Co Legend Financial Advisors Inc

Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lowered its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Get Rating) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,351 shares of the software company’s stock after selling 1,017 shares during the quarter. Wrapmanager Inc.’s holdings […]
United States Andrew Anagnost Berenberg Bank Autodesk Inc Capital Inc Exchange Commission

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Wrapmanager Inc. Sells 293 Shares of Biogen Inc. (NASDAQ:BIIB)

Wrapmanager Inc. lessened its position in Biogen Inc. (NASDAQ:BIIB – Get Rating) by 9.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,841 shares of the biotechnology company’s stock after selling 293 shares during the period. Wrapmanager Inc.’s holdings in Biogen […]
Piper Sandler Priya Singhal Pricet Rowe Associates Inc Neuberger Berman Group Wrapmanager Inc Biogen Inc

Wrapmanager Inc. Sells 2,192 Shares of U.S. Bancorp (NYSE:USB)

Wrapmanager Inc. lessened its position in U.S. Bancorp (NYSE:USB – Get Rating) by 12.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,814 shares of the financial services provider’s stock after selling 2,192 shares during the period. Wrapmanager Inc.’s […]
United States Robertw Baird Alanb Colberg Us Bancorp Stock Performance Legacy Financial Advisors Inc Goldman Sachs Group

Wrapmanager Inc. Has $806,000 Stock Position in Enbridge Inc. (NYSE:ENB)

Wrapmanager Inc. cut its stake in Enbridge Inc. (NYSE:ENB – Get Rating) (TSE:ENB) by 3.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 20,604 shares of the pipeline company’s stock after selling 650 shares during the period. Wrapmanager Inc.’s holdings in Enbridge were worth $806,000 as of its most recent filing with the […]
Enbridge Inc Holdings Channel Murphy Pohlad Asset Management National Bank Financial Synovus Financial Corp Forza Wealth Management

Neumann Capital Management LLC Increases Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Neumann Capital Management LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 1.7% during the fourth quarter, HoldingsChannel reports. The firm owned 30,575 shares of the company’s stock after acquiring an additional 500 shares during the period. Neumann Capital Management LLC’s holdings in iShares MSCI EAFE Value ETF were […]
Ascension Capital Advisors Inc Stegner Investment Associates Inc Legacy Financial Advisors Inc Value Index Fund Wrapmanager Inc Neumann Capital Management

SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) Shares Acquired by Wrapmanager Inc.

Wrapmanager Inc. boosted its position in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,192 shares of the company’s stock after purchasing an additional 157 shares […]
United States Equitable Holdings Inc Securities Exchange Commission Girard Partners Investment Advisors Inc Investors Services

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