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Wrapmanager Inc. Decreases Stock Position in British American Tobacco p.l.c. (NYSE:BTI)

Wrapmanager Inc. trimmed its position in shares of British American Tobacco p.l.c. (NYSE:BTI – Get Rating) by 5.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,835 shares of the company’s stock after selling 1,645 shares during the quarter. Wrapmanager Inc.’s holdings in British […]
United States Guardian Wealth Advisors Securities Exchange Commission Jpmorgan Chase Co British American Tobacco Company Profile British American Tobacco

Wrapmanager Inc. Sells 7,273 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

Wrapmanager Inc. lessened its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 7.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 90,516 shares of the company’s stock after selling 7,273 shares during the period. […]
Pinnacle Bancorp Inc Boyd Watterson Asset Management Element Wealth Wrapmanager Inc Exchange Commission Elevate Inc

Wrapmanager Inc. Sells 59 Shares of Diageo plc (NYSE:DEO)

Wrapmanager Inc. trimmed its stake in Diageo plc (NYSE:DEO – Get Rating) by 1.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,560 shares of the company’s stock after selling 59 shares during the period. Wrapmanager Inc.’s holdings in Diageo were worth $813,000 […]
United States Don Julio Banque Pictet Cie Asia Pacific Johnnie Walker Wrapmanager Inc
Source: wkrb13.com

Airbnb, Inc. (NASDAQ:ABNB) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. reduced its holdings in Airbnb, Inc. (NASDAQ:ABNB – Get Rating) by 21.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,618 shares of the company’s stock after selling 2,049 shares during the quarter. Wrapmanager Inc.’s holdings in Airbnb […]
Joseph Gebbia Dave Stephenson Advisor Alliance Kistler Tiffany Companies Airbnb Inc Securities Exchange Commission
Source: wkrb13.com

Hartline Investment Corp Buys New Position in ServiceNow, Inc. (NYSE:NOW)

Hartline Investment Corp bought a new stake in ServiceNow, Inc. (NYSE:NOW – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 23,555 shares of the information technology services provider’s stock, valued at approximately $9,146,000. ServiceNow accounts for about 2.1% of Hartline Investment Corp’s […]
United States Christopher Bedi Williamr Mcdermott Robertw Baird Synovus Financial Corp Hartline Investment Corp
Source: wkrb13.com

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Heritage Investors Management Corp Sells 2,020 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Heritage Investors Management Corp trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 60,469 shares of the healthcare conglomerate’s stock after selling 2,020 shares during the quarter. UnitedHealth Group accounts for […]
Raymond James Erin Mcsweeney Quarter For Unitedhealth Group Carsonallaria Wealth Management Ltd Unitedhealth Group Securities Exchange Commission

Wrapmanager Inc. Buys 170 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Wrapmanager Inc. increased its stake in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 2.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,934 shares of the company’s stock after purchasing an additional 170 shares during the quarter. Wrapmanager Inc.’s holdings in Vanguard Value […]
United States San Diego Delos Wealth Advisors Company Profile Vanguard Value Index Fund Mascoma Wealth Management

Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lessened its position in Netflix, Inc. (NASDAQ:NFLX – Get Rating) by 16.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,017 shares of the Internet television network’s stock after selling 792 shares during the period. Wrapmanager Inc.’s holdings in Netflix were worth $1,185,000 at the […]
United States Wilmot Reed Hastings Jayc Hoag Marc Randolph Los Gatos Phocas Financial Corp

Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. decreased its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Get Rating) by 7.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,363 shares of the company’s stock after selling 359 shares during the quarter. Wrapmanager […]
United States Exchange Commission Assetmark Inc Wrapmanager Inc Envestnet Asset Management Inc Mather Group

Wrapmanager Inc. Has $723,000 Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

Wrapmanager Inc. reduced its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Get Rating) by 16.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,580 shares of the financial services provider’s stock after selling 895 shares during the period. […]
Williams Demchak Wells Fargo Company Financial Services Group Daily Odeon Capital Group Financial Services Group Dividend Announcement Financial Services Group Trading

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