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.
Activest Wealth Management Decreases Stake in Microsoft Corporation $MSFT
Activest Wealth Management trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,034…
Rench Wealth Management Inc. Trims Stake in Lam Research Corporation $LRCX
Rench Wealth Management Inc. trimmed its position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 15.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.
Rench Wealth Management Inc. Purchases 7,966 Shares of Intuit Inc. $INTU
Rench Wealth Management Inc. raised its holdings in Intuit Inc. (NASDAQ:INTU - Free Report) by 93.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,451 shares of…
Northwestern Mutual Wealth Management Co. Grows Holdings in Broadcom Inc. $AVGO
Northwestern Mutual Wealth Management Co. increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission…
Rench Wealth Management Inc. Purchases 26,505 Shares of Cisco Systems, Inc. $CSCO
Rench Wealth Management Inc. grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 36.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Has $192.66 Million Stake in Caterpillar Inc. $CAT
Northwestern Mutual Wealth Management Co. grew its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 2.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Calamos Wealth Management LLC Decreases Position in Apple Inc. $AAPL
Calamos Wealth Management LLC trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Applied Materials, Inc. $AMAT is Rench Wealth Management Inc.'s 4th Largest Position
Rench Wealth Management Inc. reduced its position in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 15.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.
Centric Wealth Management Buys New Stake in Amazon.com, Inc. $AMZN
Centric Wealth Management purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 22,987 shares…
HB Wealth Management LLC Decreases Position in Intel Corporation $INTC
HB Wealth Management LLC cut its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 2.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 229,844 shares of the chip…
1,466 Shares in Tesla, Inc. $TSLA Bought by Fox Hill Wealth Management
Fox Hill Wealth Management acquired a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,466 shares of the…
10,095 Shares in Amazon.com, Inc. $AMZN Purchased by Silverlake Wealth Management LLC
Silverlake Wealth Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 10,095…
PTM Wealth Management LLC Purchases Shares of 4,063 Amazon.com, Inc. $AMZN
PTM Wealth Management LLC purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,063 shares of the e-commerce giant's stock…
Microsoft Corporation $MSFT Stock Position Lifted by MinichMacGregor Wealth Management LLC
MinichMacGregor Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 62.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).
Northwestern Mutual Wealth Management Co. Has $93.80 Million Stock Holdings in Johnson & Johnson $JNJ
Northwestern Mutual Wealth Management Co. reduced its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
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