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Concentric Wealth Management LLC Sells 209 Shares of Visa Inc. (NYSE:V)

Concentric Wealth Management LLC trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,028 shares of the credit-card processor’s stock after selling 209 shares during the quarter. Visa comprises 2.3% […]

United-states
Canada
Robertw-baird
Ryan-mcinerney
William-blair
Pauld-fabara
Securities-exchange-commission
Royal-bank
Exchange-commission
Catalyst-capital-advisors
Watchman-group-inc
Team-hewins

Eli Lilly and Company (NYSE:LLY) Stock Holdings Lifted by Comerica Bank

Comerica Bank boosted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 37.8% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 887,124 shares of the company’s stock after purchasing an additional 243,366 shares during the period. Eli Lilly and Company comprises […]

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Donalda-zakrowski
Comerica-bank
Company-price-performance
Alliance-wealth-advisors
Goldman-sachs-group
Valley-wealth-managers-inc
Jpmorgan-chase-co
Erste-group-bank
Company-profile
Securities-exchange-commission
Company-daily

Comerica Bank Has $65.23 Million Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Comerica Bank lowered its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,231,697 shares of the company’s stock after selling 124,773 shares during the period. Comerica Bank’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $65,233,000 as […]

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Gradient-investments
Financial-services-group-inc
Harbor-investment-advisory
Comerica-bank
Holdings-channel
Valley-wealth-managers-inc
Free-report
Wealth-managers
Services-group
Investment-advisory

Concentric Wealth Management LLC Cuts Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Concentric Wealth Management LLC lowered its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,084 shares of the apparel and home fashions retailer’s stock after selling 625 shares during […]

United-states
Canada
Australia
Sanfordc-bernstein
Kenneth-canestrari
Ernie-herrman
Companies-inc
Companies-profile
Lee-financial-co
Concentric-wealth-management
Barclays
Valley-wealth-managers-inc

The Sherwin-Williams Company (NYSE:SHW) Shares Purchased by Foxhaven Asset Management LP

Foxhaven Asset Management LP raised its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 8.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 723,556 shares of the specialty chemicals company’s stock after acquiring an additional 54,772 shares during the […]

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Cornerstone-advisors
Montaga-associates-inc
Lee-financial-co
Securities-exchange-commission
Valley-wealth-managers-inc
Performance-coatings-group
Northcoast-research
Mizuho-markets-americas
Sherwin-williams-company
Consumer-brands-group

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