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.
Intel Corporation $INTC Shares Acquired by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC raised its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 24.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Robertson Stephens Wealth Management LLC Purchases 51,144 Shares of ConocoPhillips $COP
Robertson Stephens Wealth Management LLC lifted its position in ConocoPhillips (NYSE:COP - Free Report) by 909.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 56,769…
Danaher Corporation $DHR Stock Purchased by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC grew its stake in shares of Danaher Corporation (NYSE:DHR - Free Report) by 44.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Chubb Limited $CB Shares Acquired by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC increased its holdings in Chubb Limited (NYSE:CB - Free Report) by 325.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,170…
Bank of America Corporation $BAC Shares Purchased by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC grew its position in shares of Bank of America Corporation (NYSE:BAC) by 26.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 285,650 shares of the…
Robertson Stephens Wealth Management LLC Sells 24,445 Shares of AppLovin Corporation $APP
Robertson Stephens Wealth Management LLC reduced its position in AppLovin Corporation (NASDAQ:APP - Free Report) by 10.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 218,244 shares of the company's stock…
1,144 Eli Lilly and Company $LLY Shares Acquired by RKL Wealth Management LLC
RKL Wealth Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 48.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Axon Enterprise, Inc $AXON Shares Bought by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC lifted its stake in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 46.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor…
NVIDIA Corporation $NVDA Stock: Chesapeake Wealth Management Decreases Holdings
Chesapeake Wealth Management reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Amazon.com, Inc. $AMZN Shares Acquired by Gilpin Wealth Management LLC
Gilpin Wealth Management LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 54.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Robertson Stephens Wealth Management LLC Purchases 12,229 Shares of Arista Networks, Inc. $ANET
Robertson Stephens Wealth Management LLC grew its position in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) by 150.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm…
Apple Inc. $AAPL Stock Holdings Cut by Factor Wealth Management LTD
Factor Wealth Management LTD reduced its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 49.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,844 shares of the iPhone maker's…
12,393 Air Products and Chemicals, Inc. $APD Shares Acquired by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC raised its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD - Free Report) by 1,352.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange…
Energy Transfer LP $ET Stock Sold by Avior Wealth Management LLC
Avior Wealth Management LLC lessened its stake in Energy Transfer LP (NYSEAMERICAN:ET - Free Report) by 83.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Whalen Wealth Management Inc. Buys New Stake in Microsoft Corporation $MSFT
Whalen Wealth Management Inc. bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 10,357 shares of the software…
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