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.
Goldman Sachs Q3 earnings beat, bolstered by strong asset and wealth management growth (GS:NYSE)
Goldman Sachs (NYSE: GS) stock rose 3.3% in Tuesday premarket trading after the Wall Street bank's Q3 top and bottom lines exceeded consensus estimates even as markets-related revenue eased from an unusually strong Q2. Solid growth in its asset and…
Vertrix Wealth Management LLC Makes New Investment in CF Industries Holdings, Inc. $CF
Vertrix Wealth Management LLC acquired a new stake in CF Industries Holdings, Inc. (NYSE:CF - Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 31,285 shares of the…
KLA Corporation $KLAC Stake Lowered by JGP Wealth Management LLC
JGP Wealth Management LLC reduced its stake in shares of KLA Corporation (NASDAQ:KLAC - Free Report) by 22.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 270,046…
Tesla, Inc. $TSLA Shares Sold by Avior Wealth Management LLC
Avior Wealth Management LLC cut its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 11.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,054 shares of…
Alphabet Inc. $GOOGL Stock Sold by Avior Wealth Management LLC
Avior Wealth Management LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
6,224 Broadcom Inc. $AVGO Shares Bought by Avior Wealth Management LLC
Avior Wealth Management LLC boosted its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 18.0% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,827 shares of…
Micron Technology, Inc. $MU Stock Sold by Avior Wealth Management LLC
Avior Wealth Management LLC cut its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 55.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,877 shares of the…
Invesco QQQ $QQQ Stock: Avior Wealth Management LLC Lowers Stake
Avior Wealth Management LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 7.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,457 shares of the exchange…
37,138 Shares in The Progressive Corporation $PGR Acquired by JGP Wealth Management LLC
JGP Wealth Management LLC acquired a new position in shares of The Progressive Corporation (NYSE:PGR - Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Automatic Data Processing, Inc. $ADP Stock Sold by JGP Wealth Management LLC
JGP Wealth Management LLC decreased its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP - Free Report) by 41.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
Costco Wholesale Corporation $COST Stock Position Increased by JGP Wealth Management LLC
JGP Wealth Management LLC raised its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 1,574.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
Avior Wealth Management LLC Sells 2,841 Shares of Meta Platforms, Inc. $META
Avior Wealth Management LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
13,913 Becton, Dickinson and Company $BDX Shares Bought by JGP Wealth Management LLC
JGP Wealth Management LLC increased its holdings in Becton, Dickinson and Company (NYSE:BDX - Free Report) by 700.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Grand Wealth Management LLC Acquires 1,558 Shares of Microsoft Corporation $MSFT
Grand Wealth Management LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Netflix, Inc. $NFLX Stock: Vertrix Wealth Management LLC Increases Holdings
Vertrix Wealth Management LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 292.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 49,426 shares…
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