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Navis Wealth Advisors LLC trimmed its holdings in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 10.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,943 shares of the company’s stock after selling 1,455 shares during the quarter. Navis Wealth Advisors LLC’s holdings in […]
Klingenstein Fields & Co. LP increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.5% during the third quarter, Holdings Channel.com reports. The firm owned 923 shares of the healthcare conglomerate’s stock after acquiring an additional 88 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in UnitedHealth Group were worth […]
Klingenstein Fields & Co. LP decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 7,840 shares of the social networking company’s stock after selling 73 shares during the period. Klingenstein Fields & Co. LP’s holdings in Meta Platforms were worth […]
Klingenstein Fields & Co. LP trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.3% during the third quarter, HoldingsChannel.com reports. The fund owned 454,587 shares of the company’s stock after selling 30,689 shares during the quarter. PepsiCo accounts for about 3.8% of Klingenstein Fields & Co. LP’s holdings, making the stock its […]
BSW Wealth Partners lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,359 shares of the company’s stock after buying an additional 120 shares during the quarter. BSW Wealth Partners’ holdings in AbbVie […]