Beta Wealth Group Inc. Takes Position in Visa Inc. (NYSE:V)
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Beta Wealth Group Inc. Lowers Stock Position in Verizon Communications Inc. (NYSE:VZ)
Beta Wealth Group Inc. lessened its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 90.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,822 shares of the cell phone carrier’s stock after selling 78,242 shares during the quarter. Beta Wealth Group […]
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TSA Wealth Managment LLC Purchases New Position in Broadwind, Inc. (NASDAQ:BWEN)
TSA Wealth Managment LLC purchased a new position in Broadwind, Inc. (NASDAQ:BWEN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 14,923 shares of the industrial products company’s stock, valued at approximately $41,000. TSA Wealth Managment LLC […]
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Applied Materials, Inc. (NASDAQ:AMAT) Stock Position Trimmed by Evermay Wealth Management LLC
Evermay Wealth Management LLC cut its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.7% during the 4th quarter, HoldingsChannel reports. The firm owned 4,047 shares of the manufacturing equipment provider’s stock after selling 243 shares during the quarter. Evermay Wealth Management LLC’s holdings in Applied Materials were worth $656,000 as of its […]