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Wealth Effects LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 10,300 shares of the company’s stock, valued at approximately $102,000. Other hedge funds also recently modified their holdings of […]
Wealth Effects LLC cut its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,345 shares of the financial services provider’s stock after selling 122 shares during the period. Wealth Effects LLC’s […]
Wealth Effects LLC reduced its stake in Autolus Therapeutics plc (NASDAQ:AUTL – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,000 shares of the company’s stock after selling 4,000 shares during the period. Wealth Effects LLC’s […]
Wealth Effects LLC boosted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 15.2% in the 4th quarter, Holdings Channel reports. The fund owned 5,232 shares of the company’s stock after buying an additional 692 shares during the period. Wealth Effects LLC’s holdings in Vanguard Total Bond Market ETF […]
Wealth Effects LLC acquired a new stake in Union Pacific Co. (NYSE:UNP – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 866 shares of the railroad operator’s stock, valued at approximately $213,000. Other large investors have also modified their holdings of the company. Valeo Financial Advisors LLC lifted its holdings […]