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Balance Wealth LLC Sells 19,616 Shares of JPMorgan Core Plus Bond ETF $JCPB
Balance Wealth LLC cut its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 59.2% in the 1st quarter, HoldingsChannel reports. The fund owned 13,537 shares of the company’s stock after selling... More of this article »
The TJX Companies, Inc. $TJX Shares Acquired by Banque Cantonale Vaudoise
Banque Cantonale Vaudoise increased its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 39.5% in the first quarter, Holdings Channel.com reports. The firm owned 17,228 shares of the apparel and home fashions... More of this article »
Banque Cantonale Vaudoise Has $5.75 Million Holdings in Invesco QQQ $QQQ
Banque Cantonale Vaudoise cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 82.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Barton Investment Management Sells 28,755 Shares of Netflix, Inc. $NFLX
Barton Investment Management reduced its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 2,342,962 shares of the Internet television network’s... More of this article »
Blue Owl Capital Inc. $OWL is Barton Investment Management’s 8th Largest Position
Barton Investment Management grew its position in Blue Owl Capital Inc. (NYSE:OWL – Free Report) by 4.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,040,731 shares... More of this article »
Banque Cantonale Vaudoise Has $3.43 Million Stock Holdings in CVS Health Corporation $CVS
Banque Cantonale Vaudoise raised its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 71.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
The Travelers Companies, Inc. $TRV Shares Sold by Banque Cantonale Vaudoise
Banque Cantonale Vaudoise cut its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 34.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Banque Cantonale Vaudoise Trims Stock Holdings in Tesla, Inc. $TSLA
Banque Cantonale Vaudoise cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 58,843 shares of the electric vehicle producer’s... More of this article »
Ballast Rock Private Wealth LLC Has $2.06 Million Stock Holdings in Microsoft Corporation $MSFT
Ballast Rock Private Wealth LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 28.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Banque Cantonale Vaudoise Acquires 1,231 Shares of United Rentals, Inc. $URI
Banque Cantonale Vaudoise increased its holdings in United Rentals, Inc. (NYSE:URI – Free Report) by 37.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Banque Cantonale Vaudoise Has $2.42 Million Holdings in Monolithic Power Systems, Inc. $MPWR
Banque Cantonale Vaudoise lifted its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 24.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Banque Cantonale Vaudoise Decreases Stock Position in Cencora, Inc. $COR
Banque Cantonale Vaudoise decreased its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 34.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 9,374 shares of the company’s... More of this article »
Banque Cantonale Vaudoise Reduces Position in United Parcel Service, Inc. $UPS
Banque Cantonale Vaudoise decreased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 22.9% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Apple Inc. $AAPL Position Lifted by Ballast Rock Private Wealth LLC
Ballast Rock Private Wealth LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 7.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Cardinal Health, Inc. $CAH Stock Holdings Lowered by Banque Cantonale Vaudoise
Banque Cantonale Vaudoise trimmed its holdings in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 31.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 12,970 shares of the company’s... More of this article »
Banque Cantonale Vaudoise Acquires 5,590 Shares of Eli Lilly and Company $LLY
Banque Cantonale Vaudoise raised its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 26.3% during the first quarter, according to its most recent filing with the SEC. The firm owned 26,844 shares of the... More of this article »
Johnson & Johnson $JNJ is Bar Harbor Wealth Management’s 6th Largest Position
Bar Harbor Wealth Management lessened its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.7% in the 1st quarter, HoldingsChannel reports. The fund owned 198,273 shares of the company’s stock... More of this article »
Banque Cantonale Vaudoise Acquires 1,201 Shares of Spotify Technology $SPOT
Banque Cantonale Vaudoise grew its holdings in shares of Spotify Technology (NYSE:SPOT – Free Report) by 34.2% during the 1st quarter, HoldingsChannel reports. The fund owned 4,714 shares of the company’s stock after acquiring... More of this article »
Barton Investment Management Decreases Stake in Qualcomm Incorporated $QCOM
Barton Investment Management cut its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 21.8% in the first quarter, Holdings Channel reports. The firm owned 36,800 shares of the wireless technology company’s... More of this article »
Banque Cantonale Vaudoise Buys 3,706 Shares of The Sherwin-Williams Company $SHW
Banque Cantonale Vaudoise raised its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 77.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Banque Cantonale Vaudoise Boosts Position in Illinois Tool Works Inc. $ITW
Banque Cantonale Vaudoise boosted its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 30.7% during the 1st quarter, HoldingsChannel reports. The firm owned 11,761 shares of the industrial products company’s... More of this article »
Okta, Inc. $OKTA is Barton Investment Management’s 9th Largest Position
Barton Investment Management decreased its stake in Okta, Inc. (NASDAQ:OKTA – Free Report) by 9.7% in the 1st quarter, Holdings Channel reports. The firm owned 226,576 shares of the company’s stock after selling 24,310... More of this article »
Banque Cantonale Vaudoise Has $4.13 Million Position in Pfizer Inc. $PFE
Banque Cantonale Vaudoise lessened its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 27.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »