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SEARCH RESULTS FOR "PORTFOLIO MANAGEMENT" NEWS

Investing as a UK Expat & Wine Investment Insights

Investing as a UK Expat & Wine Investment Insights
58

A look at investment opportunities for UK expats, the challenges they face, and the potential of wine as an alternative investment. Plus, expansion plans in financial services. Read more...

Institutional Investors Make Q4 Stock Moves

Institutional Investors Make Q4 Stock Moves
49

Several institutional investors adjusted their portfolios in the fourth quarter, with notable moves in companies like AMC, BorgWarner, Madison Square Garden Sports, Microsoft, and JPMorgan International Growth ETF. Read more...

S&P 500 Stocks See Mixed Fortunes Amidst Market Shifts

S&P 500 Stocks See Mixed Fortunes Amidst Market Shifts
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Recent market activity shows mixed performance for S&P 500 stocks, with Nvidia declining due to China export concerns, while others like Viatris show potential for turnaround. Read more...

Institutional Investors Adjust Stock Holdings in Q4

Institutional Investors Adjust Stock Holdings in Q4
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Several institutional investors, including New York State Common Retirement Fund, IFP Advisors Inc, and Truist Financial Corp, adjusted their stock holdings in Q4. Enterprise Products Partners is highlighted as a strong midstream investment. Read more...

Microsoft Shares See Activity from Investment Firms

Microsoft Shares See Activity from Investment Firms
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Investment firms are making moves with Microsoft (MSFT) and other tech stocks. Some are increasing their holdings, while others are trimming their positions. Read more...

NY Life Adjusts Holdings in GXO, Coca-Cola & Voya

NY Life Adjusts Holdings in GXO, Coca-Cola & Voya
59

New York Life Investment Management LLC adjusts its portfolio, increasing its stake in Coca-Cola Europacific while decreasing holdings in GXO Logistics and Voya Financial. Read more...

Institutional Investors Trim Stakes in Meta, EZCORP

Institutional Investors Trim Stakes in Meta, EZCORP
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Several institutional investors, including Apriem Advisors, Stegent Equity Advisors, and Illinois Municipal Retirement Fund, have recently reduced their holdings in Meta Platforms and EZCORP. The article also looks at investment opportunities in Starbucks and Dutch Bros. Read more...

Institutional Investors Shift Positions in Q4

Institutional Investors Shift Positions in Q4
50

Several institutional investors, including Amalgamated Bank, IFP Advisors Inc, and the Illinois Municipal Retirement Fund, adjusted their holdings in various companies during the fourth quarter, according to recent SEC filings. Read more...

Investment Firms Increase Stakes in Tech Companies

Investment Firms Increase Stakes in Tech Companies
59

Recent SEC filings reveal that investment firms are adjusting their portfolios, with New York Life Investment Management and Sunpointe LLC increasing their holdings in Check Point and Alphabet, respectively. This news highlights investor confidence in the tech sector. Read more...

Institutional Investors Adjusting Stock Portfolios

Institutional Investors Adjusting Stock Portfolios
71

Several institutional investors, including First Bank & Trust, Illinois Municipal Retirement Fund, and New York Life Investment Management LLC, have adjusted their stock portfolios recently. Read more...

Institutional Investors Adjust Holdings in Q4

Institutional Investors Adjust Holdings in Q4
21

Several institutional investors, including Oppenheimer & Co. Inc. and Proficio Capital Partners LLC, adjusted their holdings in various companies during the fourth quarter, according to recent SEC filings. Read more...

Investment Firms Trim Holdings in Several Companies

Investment Firms Trim Holdings in Several Companies
24

Mutual of America Capital Management LLC and Oppenheimer & Co. Inc. have recently adjusted their investment portfolios, reducing their stakes in companies like HP Inc., H&R Block, RLI Corp., and Highwoods Properties. Read more...

Investment Firms Adjust Positions in Key Assets

Investment Firms Adjust Positions in Key Assets
22

Several investment firms, including QRG Capital Management, Oppenheimer Asset Management, and Shoker Investment Counsel, adjusted their positions in assets like ETFs, Estée Lauder, and Meta Platforms during the last quarter. Litecoin also sees gains due to potential ETF. Read more...

Institutional Investors Shift Holdings in Q4

Institutional Investors Shift Holdings in Q4
55

Several institutional investors adjusted their portfolios in the fourth quarter, according to recent SEC filings. Key moves include stake increases in Meta and Packaging Co. of America, and a new position taken in TKO Group Holdings. Read more...

Market Volatility: Trump, Tariffs, and Berkshire's Rise

Market Volatility: Trump, Tariffs, and Berkshire's Rise
27

Market volatility is on the rise due to tariff concerns and economic policy shifts. Despite market downturns, Berkshire Hathaway continues to thrive, surpassing key milestones. Read more...

Recent Stock Trades: ROOT, NOV, STAG, and BRBR

Recent Stock Trades: ROOT, NOV, STAG, and BRBR
14

Institutional investors like Y Intercept Hong Kong, Mutual of America, and Private Advisor Group have recently adjusted their holdings in companies like Root, NOV, STAG Industrial, and BellRing Brands. Read more...

Energy Transfer's Growth & Mutual's Portfolio Adjustments

Energy Transfer's Growth & Mutual's Portfolio Adjustments
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Energy Transfer anticipates significant growth driven by rising power demand, while Mutual of America Capital Management adjusts its positions in several companies. Read more...

Harvard in the Headlines: Business, Education & Transit

Harvard in the Headlines: Business, Education & Transit
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A roundup of recent news involving Harvard University, covering online entrepreneurship programs, asset allocation strategies, insights from Professor Amy Edmondson, and infrastructure concerns at the Harvard MBTA station. Read more...

Mutual of America's Q4 Investment Moves

Mutual of America's Q4 Investment Moves
23

Mutual of America Capital Management LLC made several significant investment moves in the fourth quarter, including adjustments to holdings in F.N.B. Co., The Hanover Insurance Group, and a new position in Chewy, Inc. Read more...

Investment Firm Adjusts Holdings in Banking Sector

Investment Firm Adjusts Holdings in Banking Sector
22

Mutual of America Capital Management LLC adjusts its holdings in several banking and technology companies, including Glacier Bancorp, Columbia Banking System, and CDW Co. A head-to-head comparison of John Marshall Bancorp and Truxton also reveals key financial differences. Read more...

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