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StrongBox Wealth LLC raised its position in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Get Rating) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,726 shares of the company’s stock after purchasing an additional 312 shares during the […]
StrongBox Wealth LLC cut its position in shares of WEC Energy Group, Inc. (NYSE:WEC – Get Rating) by 27.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,111 shares of the utilities provider’s stock after selling 1,203 shares during the quarter. StrongBox Wealth LLC’s holdings in WEC Energy Group were worth $302,000 as […]
StrongBox Wealth LLC boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 68.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,450 shares of the credit services provider’s stock after acquiring an additional 997 shares during the period. StrongBox Wealth LLC’s holdings in PayPal were worth $462,000 at the end […]
StrongBox Wealth LLC boosted its position in shares of SVB Financial Group (NASDAQ:SIVB – Get Rating) by 11.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,505 shares of the bank’s stock after acquiring an additional 160 shares during the period. StrongBox […]
Strategy Asset Managers LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 71,165 shares of the financial services provider’s stock after selling 1,540 shares during the quarter. JPMorgan Chase & Co. comprises 2.9% of Strategy Asset Managers LLC’s holdings, making the stock […]