Acorn Financial Advisory Services Inc. ADV lessened its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 19.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,050 shares of the CRM provider’s stock after selling 1,895 shares during the period. […]
Acorn Financial Advisory Services Inc. ADV raised its holdings in Asana, Inc. (NYSE:ASAN – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 53,244 shares of the company’s stock after purchasing an additional 4,945 shares during the quarter. Acorn […]
Schechter Investment Advisors LLC reduced its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 19.6% in the 4th quarter, HoldingsChannel reports. The firm owned 20,747 shares of the oil and gas company’s stock after selling 5,046 shares during the period. Schechter Investment Advisors LLC’s holdings in Exxon Mobil were worth $2,074,000 as of […]
Acorn Financial Advisory Services Inc. ADV cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 5.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 128,103 shares of the company’s stock after selling 7,381 shares during the period. […]
AHL Investment Management Inc. cut its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,296 shares of the company’s stock after selling 288 shares during the […]