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.
18,272 Shares in CSW Industrials, Inc. $CSW Bought by 1900 Wealth Management LLC
1900 Wealth Management LLC purchased a new position in shares of CSW Industrials, Inc. (NYSE:CSW - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Microsoft Corporation $MSFT Shares Sold by Triangle Securities Wealth Management
Triangle Securities Wealth Management lessened its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
Perigon Wealth Management LLC Buys 2,728 Shares of CrowdStrike $CRWD
Perigon Wealth Management LLC lifted its stake in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 30.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,604 shares of the company's stock…
Perigon Wealth Management LLC Increases Position in ServiceNow, Inc. $NOW
Perigon Wealth Management LLC increased its position in ServiceNow, Inc. (NYSE:NOW - Free Report) by 447.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,595…
Hubbell Inc $HUBB Stake Raised by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its holdings in shares of Hubbell Inc (NYSE:HUBB - Free Report) by 32.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,600 shares of…
Perigon Wealth Management LLC Purchases 9,340 Shares of Morgan Stanley $MS
Perigon Wealth Management LLC raised its position in shares of Morgan Stanley (NYSE:MS - Free Report) by 28.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
The Home Depot, Inc. $HD Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC lowered its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 103,403 shares of the home…
Vertiv Holdings Co. $VRT Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 46.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 33,983 shares of the company's stock…
International Business Machines Corporation $IBM Shares Bought by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 13.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange…
Perigon Wealth Management LLC Has $16.61 Million Stake in Walmart Inc. $WMT
Perigon Wealth Management LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 14.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Arista Networks, Inc. $ANET Stock Holdings Lifted by Perigon Wealth Management LLC
Perigon Wealth Management LLC lifted its position in Arista Networks, Inc. (NYSE:ANET - Free Report) by 33.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 44,191 shares of the…
Perigon Wealth Management LLC Has $4.71 Million Position in Cloudflare, Inc. $NET
Perigon Wealth Management LLC cut its stake in shares of Cloudflare, Inc. (NYSE:NET - Free Report) by 16.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,889 shares of the…
Spire Wealth Management Cuts Stock Position in Fastenal Company $FAST
Spire Wealth Management cut its position in shares of Fastenal Company (NASDAQ:FAST - Free Report) by 88.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,632 shares of…
PayPal Holdings, Inc. $PYPL Shares Sold by Spire Wealth Management
Spire Wealth Management decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 88.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
MercadoLibre, Inc. $MELI is FLP Wealth Management LLC's Largest Position
FLP Wealth Management LLC trimmed its position in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 28.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
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