IMA Wealth Inc. increased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 188,860 shares of the company’s stock after acquiring an additional 4,090 shares during the quarter. Schwab International Equity ETF accounts for 1.7% of IMA Wealth Inc.’s holdings, making […]
IMA Wealth Inc. reduced its holdings in Dutch Bros Inc. (NYSE:BROS – Free Report) by 2.5% in the 3rd quarter, Holdings Channel reports. The fund owned 46,226 shares of the company’s stock after selling 1,179 shares during the period. IMA Wealth Inc.’s holdings in Dutch Bros were worth $1,075,000 as of its most recent SEC […]
IMA Wealth Inc. reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,728 shares of the CRM provider’s stock after selling 118 shares during the quarter. IMA Wealth Inc.’s holdings in […]
IMA Wealth Inc. lowered its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 0.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 936 shares of the company’s stock after selling 7 shares during the period. IMA Wealth Inc.’s holdings in MercadoLibre were […]
IMA Wealth Inc. cut its holdings in CRISPR Therapeutics AG (NASDAQ:CRSP – Free Report) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,517 shares of the company’s stock after selling 255 shares during the period. IMA Wealth Inc.’s […]