Kovitz Investment Group Partners LLC cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 12.5% in the 3rd quarter, Holdings Channel reports. The firm owned 2,330,400 shares of the financial services provider’s stock after selling 334,258 shares during the quarter. Charles Schwab comprises approximately 0.9% of Kovitz Investment Group [...]
Kovitz Investment Group Partners LLC lessened its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.1% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,805,893 shares of the semiconductor manufacturer’s stock after selling 37,819 shares during the quarter. Advanced Micro Devices accounts for about 1.1% of Kovitz Investment Group Partners LLC’s [...]
Kovitz Investment Group Partners LLC boosted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 1.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,701,018 shares of the company’s stock after purchasing an additional 89,055 shares during the quarter. Kovitz [...]
Westerkirk Capital Inc. lifted its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 27.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,900 shares of the company’s stock after purchasing an additional 9,200 shares during the quarter. [...]
Westerkirk Capital Inc. trimmed its holdings in shares of TC Energy Corporation (NYSE:TRP – Free Report) (TSE:TRP) by 16.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 43,662 shares of the pipeline company’s stock after selling 8,851 shares during the quarter. Westerkirk [...]
Westerkirk Capital Inc. raised its position in shares of Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 13.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 85,210 shares of the oil and gas producer’s stock after buying an additional 10,400 shares during the [...]
Westerkirk Capital Inc. purchased a new stake in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 11,810 shares of the company’s stock, valued at approximately $906,000. A number of other institutional investors and hedge funds also [...]
Westerkirk Capital Inc. acquired a new position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 22,531 shares of the natural resource company’s stock, valued at approximately $884,000. A number of other large investors have also recently [...]
Trivest Advisors Ltd acquired a new position in shares of Core Scientific, Inc. (NASDAQ:CORZ – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 365,500 shares of the company’s stock, valued at approximately $6,557,000. Core Scientific accounts for about 0.2% of Trivest Advisors Ltd’s holdings, making the stock its 29th biggest position. [...]
ANALYSIS-Tariff ruling limits Trump's leverage but won't end uncertainty for trade partners