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Salesforce, Inc (NYSE:CRM) Shares Sold by BIP Wealth LLC

BIP Wealth LLC reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,327 shares of the CRM provider’s stock after selling 113 shares during the period. […]

1,550 Shares in Blackstone Inc (NYSE:BX) Acquired by BIP Wealth LLC

BIP Wealth LLC purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,550 shares of the asset manager’s stock, valued at approximately $203,000. Several other institutional investors have also […]

BIP Wealth LLC Increases Stock Holdings in Costco Wholesale Co (NASDAQ:COST)

BIP Wealth LLC Increases Stock Holdings in Costco Wholesale Co (NASDAQ:COST)
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BIP Wealth LLC Decreases Stock Holdings in SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM)

BIP Wealth LLC reduced its position in SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,854 shares of the company’s stock after selling 275 shares during the quarter. BIP […]

BIP Wealth LLC Takes $202,000 Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

BIP Wealth LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,223 shares of the exchange traded fund’s stock, valued at approximately $202,000. Other institutional investors and hedge […]

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