Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Heirloom Wealth Management Grows Position in Visa Inc. $V
Heirloom Wealth Management boosted its holdings in Visa Inc. (NYSE:V - Free Report) by 14.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 79,233 shares of the…
Westwood Wealth Management Buys Shares of 4,910 Qualcomm Incorporated $QCOM
Westwood Wealth Management purchased a new position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 4,910…
Spire Wealth Management Sells 19,689 Shares of Accenture PLC $ACN
Spire Wealth Management reduced its stake in Accenture PLC (NYSE:ACN - Free Report) by 95.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned…
Spire Wealth Management Cuts Stock Holdings in ResMed Inc. $RMD
Spire Wealth Management reduced its stake in ResMed Inc. (NYSE:RMD - Free Report) by 80.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,373 shares of the medical equipment…
Udine Wealth Management Inc. Invests $2.67 Million in NIKE, Inc. $NKE
Udine Wealth Management Inc. bought a new stake in shares of NIKE, Inc. (NYSE:NKE - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 41,923 shares…
Spire Wealth Management Has $301,000 Holdings in Linde PLC $LIN
Spire Wealth Management lessened its position in shares of Linde PLC (NASDAQ:LIN - Free Report) by 93.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 705 shares of the…
Udine Wealth Management Inc. Purchases Shares of 96,462 UiPath, Inc. $PATH
Udine Wealth Management Inc. acquired a new stake in shares of UiPath, Inc. (NYSE:PATH - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…
Udine Wealth Management Inc. Sells 36,349 Shares of Intel Corporation $INTC
Udine Wealth Management Inc. lowered its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 34.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 70,147 shares of the chip maker's stock…
Shrier Wealth Management LLC Acquires Shares of 12,462 Johnson & Johnson $JNJ
Shrier Wealth Management LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 12,462 shares of the company's stock, valued at…
Udine Wealth Management Inc. Purchases Shares of 10,042 Salesforce Inc. $CRM
Udine Wealth Management Inc. acquired a new stake in Salesforce Inc. (NYSE:CRM - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Udine Wealth Management Inc. Trims Stock Holdings in Bloom Energy Corporation $BE
Udine Wealth Management Inc. lowered its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 40.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,426…
Accurate Wealth Management LLC Raises Holdings in Alphabet Inc. $GOOGL
Accurate Wealth Management LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,339 shares…
Advanced Micro Devices, Inc. $AMD Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC cut its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 6.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned…
Meta Platforms, Inc. $META Stock Position Lessened by Spire Wealth Management
Spire Wealth Management lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
58,946 Shares in Warby Parker Inc. $WRBY Bought by Udine Wealth Management Inc.
Udine Wealth Management Inc. bought a new stake in Warby Parker Inc. (NYSE:WRBY - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 58,946 shares of the company's stock…
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