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Stone Point Wealth LLC decreased its position in The Walt Disney Company (NYSE:DIS – Free Report) by 6.7% during the 4th quarter, Holdings Channel reports. The firm owned 18,584 shares of the entertainment giant’s stock after selling 1,334 shares during the quarter. Stone Point Wealth LLC’s holdings in Walt Disney were worth $1,678,000 at the […]
Stone Point Wealth LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,949 shares of the company’s stock after selling 1,838 shares during the […]
Stone Point Wealth LLC lessened its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.0% during the fourth quarter, HoldingsChannel reports. The firm owned 25,488 shares of the wireless technology company’s stock after selling 1,337 shares during the quarter. QUALCOMM accounts for 1.4% of Stone Point Wealth LLC’s holdings, making the stock its 17th […]
Stone Point Wealth LLC decreased its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,488 shares of the wireless technology company’s stock after selling 1,337 shares during the […]
Stone Point Wealth LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,587 shares of the company’s stock after selling 1,400 shares during the quarter. Stone Point Wealth […]