Point72 Asset Management L.P. decreased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 34.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 399,073 shares of the CRM provider’s stock after selling 210,722 shares during the […]
Continuum Advisory LLC raised its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 39.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 81,501 shares of the company’s stock after purchasing an additional 22,874 shares during the quarter. […]
New England Asset Management Inc. reduced its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,375 shares of the retailer’s stock after selling 3,000 shares during the period. New England […]
Visionary Wealth Advisors lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 236,434 shares of the company’s stock after selling 10,378 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 0.9% of Visionary Wealth Advisors’ holdings, making […]
Elevate Wealth Advisory Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,066 shares of the exchange traded fund’s stock, valued at […]