Inc-4 articles
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Beta Wealth Group Inc. Takes Position in Visa Inc. (NYSE:V)
Beta Wealth Group Inc. purchased a new stake in Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 784 shares of the credit-card processor’s stock, valued at approximately $204,000. A number of other institutional […]
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Beta Wealth Group Inc. Boosts Holdings in Alphabet Inc. (NASDAQ:GOOG)
Beta Wealth Group Inc. grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 44.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 20,075 shares of the information services provider’s stock after purchasing an additional 6,178 shares during the period. Alphabet accounts for about 1.5% of Beta Wealth Group Inc.’s portfolio, making […]
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Blackstone Inc. (NYSE:BX) Shares Sold by Beta Wealth Group Inc.
Beta Wealth Group Inc. lessened its position in Blackstone Inc. (NYSE:BX – Free Report) by 12.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 51,051 shares of the asset manager’s stock after selling 7,495 shares during the period. Blackstone makes up 3.5% of Beta Wealth […]