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Cabot Wealth Management Inc. grew its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 11.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 27,996 shares of the company’s stock after acquiring an additional 2,833 shares during the period. Cabot Wealth Management Inc.’s holdings in iShares MSCI […] ....
Cabot Wealth Management Inc. cut its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,304 shares of the electric vehicle producer’s stock after selling 1,016 shares during the period. […] ....
Cabot Wealth Management Inc. bought a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 19,445 shares of the financial services provider’s stock, valued at approximately $1,019,000. A number of other […] ....
Cabot Wealth Management Inc. decreased its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 1.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 247,750 shares of the company’s stock after selling 2,564 shares during the quarter. […] ....
Cabot Wealth Management Inc. trimmed its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 17.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,673 shares of the company’s stock after selling 4,264 shares during the quarter. […] ....