Sheets Smith Wealth Management lifted its stake in shares of First Citizens BancShares, Inc. (NASDAQ:FCNCA – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,914 shares of the bank’s stock after acquiring an additional 14 shares during the […]
Spire Wealth Management raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 9.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 40,680 shares of the CRM provider’s stock after purchasing an additional 3,602 shares during the quarter. Spire Wealth Management’s holdings […]
Sheets Smith Wealth Management Sells 43 Shares of BlackRock, Inc (NYSE:BLK) kopsource.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kopsource.com Daily Mail and Mail on Sunday newspapers.
Sheets Smith Wealth Management boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,325 shares of the company’s stock after buying an additional 1,428 shares during the quarter. […]
Sheets Smith Wealth Management trimmed its holdings in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 0.2% in the fourth quarter, HoldingsChannel reports. The fund owned 82,892 shares of the semiconductor company’s stock after selling 200 shares during the period. Microchip Technology makes up 0.9% of Sheets Smith Wealth Management’s investment portfolio, making the stock […]