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.
Wealth management and stock trading boost Nomura profits amid uncertainty
Nomura Holdings' profit rose last quarter, as gains in wealth management and stock trading helped Japan's biggest brokerage weather increasingly uncertain markets. Net income climbed 13% from a year earlier to ¥103.7 billion ($657 million)…
Alphabet Inc. $GOOG Stock: Steinberganna Wealth Management Lowers Holdings
Steinberganna Wealth Management cut its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 53.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,046 shares…
Hexcel Corporation $HXL Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC reduced its holdings in shares of Hexcel Corporation (NYSE:HXL - Free Report) by 30.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional…
PepsiCo, Inc. $PEP Shares Newly Acquired by Shakespeare Wealth Management LLC
Shakespeare Wealth Management LLC acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 18,145…
Toast, Inc. $TOST Stock Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC lessened its stake in Toast, Inc. (NYSE:TOST - Free Report) by 37.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
Herc Holdings Inc. $HRI Shares Sold by Apollon Wealth Management LLC
Apollon Wealth Management LLC cut its stake in shares of Herc Holdings Inc. (NYSE:HRI - Free Report) by 35.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,501 shares…
Camden Property Trust $CPT Stock Purchased by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its holdings in shares of Camden Property Trust (NYSE:CPT - Free Report) by 415.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Apollon Wealth Management LLC Sells 3,811 Shares of Penumbra, Inc. $PEN
Apollon Wealth Management LLC lessened its holdings in Penumbra, Inc. (NYSE:PEN - Free Report) by 35.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,903 shares of…
HealthEquity, Inc. $HQY Stock: Apollon Wealth Management LLC Reduces Holdings
Apollon Wealth Management LLC lessened its stake in HealthEquity, Inc. (NASDAQ:HQY - Free Report) by 32.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
20,236 CDW Corporation $CDW Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC boosted its holdings in shares of CDW Corporation (NASDAQ:CDW - Free Report) by 1,222.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…
Apollon Wealth Management LLC Sells 7,046 Shares of Icon Plc $ICLR
Apollon Wealth Management LLC decreased its position in Icon Plc (NASDAQ:ICLR - Free Report) by 35.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Apollon Wealth Management LLC Purchases 10,233 Shares of Johnson & Johnson $JNJ
Apollon Wealth Management LLC increased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 6.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
12,889 Shares in Wells Fargo & Company $WFC Purchased by Shakespeare Wealth Management LLC
Shakespeare Wealth Management LLC acquired a new position in Wells Fargo & Company (NYSE:WFC - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
4,065 The Allstate Corporation $ALL Shares Bought by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its holdings in The Allstate Corporation (NYSE:ALL - Free Report) by 46.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
The Boeing Company $BA Stock Position Reduced by Angeles Wealth Management LLC
Angeles Wealth Management LLC reduced its position in shares of The Boeing Company (NYSE:BA - Free Report) by 74.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
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