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April 26, 2023
Wrapmanager Inc. cut its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 2.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 15,038 shares of the company’s stock after selling 310 shares during the quarter. Wrapmanager Inc.’s holdings in iShares MSCI […]
April 26, 2023
Wrapmanager Inc. bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 42,326 shares of the company’s stock, valued at approximately $2,352,000. Other institutional investors also recently […]
April 26, 2023
Wrapmanager Inc. lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 24.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,588 shares of the CRM provider’s stock after selling 2,116 shares during the quarter. Wrapmanager […]
April 26, 2023
Wrapmanager Inc. raised its stake in iShares Global Clean Energy ETF (NASDAQ:ICLN – Get Rating) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,213 shares of the company’s stock after acquiring an additional 964 shares during the quarter. Wrapmanager Inc.’s […]
April 26, 2023
Kiley Juergens Wealth Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 1.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 17,591 shares of the electric vehicle producer’s stock after selling 339 shares during the quarter. Tesla comprises […]
April 26, 2023
Agate Pass Investment Management LLC boosted its position in Medtronic plc (NYSE:MDT – Get Rating) by 21.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 17,569 shares of the medical technology company’s stock after buying an additional 3,045 shares during the period. Agate Pass Investment Management LLC’s holdings in Medtronic were worth $1,365,000 […]
April 26, 2023
Cumberland Partners Ltd increased its stake in shares of The Cigna Group (NYSE:CI – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,414 shares of the health services provider’s stock after purchasing an additional 169 […]
April 26, 2023
Wrapmanager Inc. raised its position in AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 12,435 shares of the company’s stock after buying an additional 434 shares during the period. Wrapmanager Inc.’s holdings in AbbVie were worth $2,010,000 as […]
April 26, 2023
Bogart Wealth LLC lessened its stake in Honeywell International Inc. (NASDAQ:HON – Get Rating) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,925 shares of the conglomerate’s stock after selling 471 shares during the period. Bogart Wealth LLC’s holdings […]
April 26, 2023
Brandywine Oak Private Wealth LLC decreased its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 10.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,945 shares of the computer hardware maker’s stock after selling 942 shares during the quarter. Brandywine Oak Private […]