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Appleton Partners Inc. MA lowered its stake in Intuit Inc. (NASDAQ:INTU – Get Rating) by 0.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 31,760 shares of the software maker’s stock after selling 102 shares during the quarter. Intuit accounts for about 1.3% of Appleton Partners […]
Appleton Partners Inc. MA boosted its holdings in Blackstone Inc. (NYSE:BX – Get Rating) by 16.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,867 shares of the asset manager’s stock after purchasing an additional 4,019 shares during the quarter. Appleton […]
Appleton Partners Inc. MA cut its stake in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 0.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,760 shares of the software maker’s stock after selling 102 shares during the period. Intuit makes up about […]
Appleton Partners Inc. MA grew its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 14.5% in the 1st quarter, HoldingsChannel reports. The firm owned 61,730 shares of the company’s stock after acquiring an additional 7,817 shares during the quarter. Appleton Partners Inc. MA’s holdings in JPMorgan Equity Premium Income […]
Appleton Partners Inc. MA reduced its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 1.0% during the first quarter, according to its most recent filing with the SEC. The fund owned 652,164 shares of the company’s stock after selling 6,316 shares during the quarter. Schwab US Large-Cap ETF accounts for approximately 2.8% […]