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CIC Wealth LLC trimmed its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 2.0% in the second quarter, Holdings Channel reports. The fund owned 3,970 shares of the asset manager’s stock after selling 81 shares during the quarter. BlackRock comprises approximately 0.9% of CIC Wealth LLC’s investment portfolio, making the stock its […]
CIC Wealth LLC grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 0.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,604 shares of the retailer’s stock after purchasing an additional 141 shares during the quarter. Walmart comprises about 1.0% […]
CIC Wealth LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.7% in the second quarter, Holdings Channel reports. The institutional investor owned 65,177 shares of the company’s stock after buying an additional 2,326 shares during the period. Vanguard S&P 500 ETF comprises 9.2% of CIC Wealth LLC’s […]
CIC Wealth LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,097 shares of the company’s stock after buying an additional 3,441 shares during the period. Vanguard Small-Cap […]
CIC Wealth LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 17,005 shares of the information services provider’s stock after selling 910 shares during the quarter. CIC Wealth LLC’s holdings in Alphabet were worth $1,769,000 […]