Taylor Financial Group Inc. purchased a new stake in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 27,611 shares of the semiconductor company’s stock, valued at approximately $2,490,000. Microchip Technology makes up about 2.0% of Taylor Financial […]
Concentric Wealth Management LLC trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,028 shares of the credit-card processor’s stock after selling 209 shares during the quarter. Visa comprises 2.3% […]
Concentric Wealth Management LLC grew its stake in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 25.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 188,436 shares of the company’s stock after buying an additional 38,743 shares during the quarter. iShares Core MSCI Emerging Markets ETF comprises approximately 2.8% […]
Concentric Wealth Management LLC increased its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,240 shares of the bank’s stock after purchasing an additional […]
Concentric Wealth Management LLC grew its stake in shares of American Express (NYSE:AXP – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,280 shares of the payment services company’s stock after purchasing an additional 401 shares […]