Week Herald

Pantheon Investment Group LLC Invests $2.99 Million in JPMorgan Chase & Co. (NYSE:JPM)

Posted by Rex Bailey on Mar 31st, 2020

Pantheon Investment Group LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 21,517 shares of the financial services provider’s stock, valued...

Danda Trouve Investment Management Inc. Takes $54,000 Position in The Coca-Cola Co (NYSE:KO)

Posted by Anthony Sawyer on Mar 31st, 2020

Danda Trouve Investment Management Inc. purchased a new position in The Coca-Cola Co (NYSE:KO) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor...

Argus Reiterates “Buy” Rating for Johnson & Johnson (NYSE:JNJ)

Argus Reiterates “Buy” Rating for Johnson & Johnson (NYSE:JNJ)

Posted by Rex Bailey on Mar 31st, 2020

Argus restated their buy rating on shares of Johnson & Johnson (NYSE:JNJ) in a research report released on Friday morning, BenzingaRatingsTable reports. They currently have a $155.00 target price on the stock, down from their...

Quadrant Capital Group LLC Reduces Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Quadrant Capital Group LLC Reduces Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Posted by Rex Bailey on Mar 31st, 2020

Quadrant Capital Group LLC decreased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 13.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The...

73,200 Shares in Vanguard Total Stock Market ETF (NYSEARCA:VTI) Purchased by Pantheon Investment Group LLC

73,200 Shares in Vanguard Total Stock Market ETF (NYSEARCA:VTI) Purchased by Pantheon Investment Group LLC

Posted by Devon Dixon on Mar 31st, 2020

Pantheon Investment Group LLC acquired a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission....

Engrave Wealth Partners LLC Purchases Shares of 798 Facebook, Inc. (NASDAQ:FB)

Posted by Samantha Guadardo on Mar 31st, 2020

Engrave Wealth Partners LLC purchased a new stake in Facebook, Inc. (NASDAQ:FB) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 798...

HighMark Wealth Management LLC Invests $58,000 in Chevron Co. (NYSE:CVX)

Posted by Samantha Guadardo on Mar 31st, 2020

HighMark Wealth Management LLC acquired a new position in Chevron Co. (NYSE:CVX) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 482 shares of the oil and gas company’s stock,...

Engrave Wealth Partners LLC Takes $155,000 Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Engrave Wealth Partners LLC Takes $155,000 Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Posted by Devon Dixon on Mar 31st, 2020

Engrave Wealth Partners LLC purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased...

Engrave Wealth Partners LLC Invests $640,000 in JPMorgan Chase & Co. (NYSE:JPM)

Posted by Devon Dixon on Mar 31st, 2020

Engrave Wealth Partners LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional...

Filbrandt Wealth Management LLC Makes New Investment in Mcdonald’s Corp (NYSE:MCD)

Filbrandt Wealth Management LLC Makes New Investment in Mcdonald’s Corp (NYSE:MCD)

Posted by Devon Dixon on Mar 31st, 2020

Filbrandt Wealth Management LLC bought a new stake in shares of Mcdonald’s Corp (NYSE:MCD) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 359...

Engrave Wealth Partners LLC Takes $1.12 Million Position in Chevron Co. (NYSE:CVX)

Posted by Rex Bailey on Mar 31st, 2020

Engrave Wealth Partners LLC purchased a new stake in shares of Chevron Co. (NYSE:CVX) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 9,327 shares of the oil and gas...

8,700 Shares in AT&T Inc. (NYSE:T) Bought by Pantheon Investment Group LLC

8,700 Shares in AT&T Inc. (NYSE:T) Bought by Pantheon Investment Group LLC

Posted by Anthony Sawyer on Mar 31st, 2020

Pantheon Investment Group LLC acquired a new position in shares of AT&T Inc. (NYSE:T) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 8,700 shares...

Filbrandt Wealth Management LLC Buys New Stake in Intel Co. (NASDAQ:INTC)

Posted by Samantha Guadardo on Mar 31st, 2020

Filbrandt Wealth Management LLC bought a new stake in Intel Co. (NASDAQ:INTC) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 1,859 shares of the...

Pantheon Investment Group LLC Invests $1.72 Million in Visa Inc (NYSE:V)

Pantheon Investment Group LLC Invests $1.72 Million in Visa Inc (NYSE:V)

Posted by Devon Dixon on Mar 31st, 2020

Pantheon Investment Group LLC purchased a new position in Visa Inc (NYSE:V) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased...

3,472 Shares in Procter & Gamble Co (NYSE:PG) Acquired by HighMark Wealth Management LLC

Posted by Devon Dixon on Mar 31st, 2020

HighMark Wealth Management LLC purchased a new stake in Procter & Gamble Co (NYSE:PG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased...

HighMark Wealth Management LLC Takes $59,000 Position in Mastercard Inc (NYSE:MA)

Posted by Devon Dixon on Mar 31st, 2020

HighMark Wealth Management LLC purchased a new stake in shares of Mastercard Inc (NYSE:MA) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 200 shares of the...