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.
Tesla, Inc. $TSLA Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 12.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Mastercard Incorporated $MA Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 16.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,928…
NextEra Energy, Inc. $NEE Shares Purchased by Modera Wealth Management LLC
Modera Wealth Management LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 30.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Modera Wealth Management LLC Cuts Holdings in Toronto Dominion Bank (The) $TD
Modera Wealth Management LLC lowered its position in Toronto Dominion Bank (The) (NYSE:TD - Free Report) TSE: TD by 8.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,646 shares of the…
United Parcel Service, Inc. $UPS Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 13.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The…
Horst & Graben Wealth Management LLC Raises Stock Holdings in Amazon.com, Inc. $AMZN
Horst & Graben Wealth Management LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 86.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional…
Hubbell Inc $HUBB Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. reduced its stake in Hubbell Inc (NYSE:HUBB - Free Report) by 4.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,916 shares of the…
The Kroger Co. $KR Shares Bought by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. grew its stake in The Kroger Co. (NYSE:KR - Free Report) by 8.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Corning Incorporated $GLW Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. lessened its stake in shares of Corning Incorporated (NYSE:GLW - Free Report) by 16.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 306,483…
Valley Wealth Managers Inc. Grows Holdings in The Progressive Corporation $PGR
Valley Wealth Managers Inc. raised its holdings in shares of The Progressive Corporation (NYSE:PGR - Free Report) by 9.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Qualcomm Incorporated $QCOM Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. trimmed its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 21.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 31,430…
Capstone Wealth Management Group LLC Cuts Stock Holdings in Amazon.com, Inc. $AMZN
Capstone Wealth Management Group LLC lowered its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 30.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 16,382 shares of the…
Morgan Stanley $MS Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. lessened its holdings in Morgan Stanley (NYSE:MS - Free Report) by 14.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 165,975…
Tapestry, Inc. $TPR Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. lessened its stake in shares of Tapestry, Inc. (NYSE:TPR - Free Report) by 26.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 189,609…
NVIDIA Corporation $NVDA Stake Decreased by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 510,231 shares of the computer…
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