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Hazlett Burt & Watson Inc. trimmed its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 22.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,789 shares of the company’s stock after selling 1,119 shares during the period. […]
Chuck Cooper III, advisor and managing partner at StrongBox Wealth provides a peek inside the $400 million RIA’s stock picking strategy.
Lack of performance history, widespread compliance approval and other factors have many firms exercising caution.
StrongBox Wealth LLC boosted its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 35.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,052 shares of the computer hardware maker’s stock after purchasing an additional 276 shares during the quarter. StrongBox […]
StrongBox Wealth LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,988 shares of the financial services provider’s stock after selling 695 shares during the quarter. JPMorgan Chase & Co. accounts […]