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Amazon.com makes up approximately 2.2% of Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s portfolio, making the stock its 17th largest position.
Fiduciary advisors have a duty to explain why they are making a decision and what you could gain or lose from it.”
Fiduciary Alliance LLC acquired a new position in International Business Machines in the 2nd quarter valued at $25,000.
Fiduciary Alliance LLC acquired a new stake in Zions Bancorporation, National Association during the 4th quarter valued at $36,000.
Fiduciary Alliance LLC purchased a new position in Adobe in the second quarter worth about $32,000.
Fiduciary Alliance LLC purchased a new position in STERIS during the 2nd quarter valued at $31,000.
Fiduciary Alliance LLC’s holdings in NVIDIA were worth $4,027,000 at the end of the most recent reporting period.
Fiduciary Management Inc. WI now owns 1,675,953 shares of the information technology services provider’s stock worth $261,583,000 after purchasing an additional 188,689 shares during the period.
Fiduciary Management Inc. WI now owns 1,913,031 shares of the company’s stock worth $125,820,000 after acquiring an additional 597,877 shares during the period.
Fiduciary Management Inc. WI now owns 2,588,830 shares of the company’s stock valued at $170,915,000 after buying an additional 817,285 shares during the period.
Source: https://www.etfdailynews.com/2023/05/01/ieq-capital-llc-invests-227000-in-carmax-inc-nysekmx/
Fiduciary Planning LLC boosted its position in shares of Amazon.com by 1.5% during the 1st quarter.
Fiduciary Planning LLC increased its stake in shares of Amazon.com by 1.5% during the first quarter.
Fiduciary Planning LLC lifted its position in Amazon.com by 1.5% during the first quarter.
Fiduciary Planning LLC raised its position in shares of Amazon.com by 1.5% during the first quarter.
Fiduciary Trust Co. boosted its stake in Sony Group by 4.0% in the 1st quarter.
Fiduciary Trust Co. increased its position in shares of Crown Castle by 0.6% in the third quarter.
Fiduciary Trust Co. lifted its position in WestRock () by 21.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).
Finally, Fiduciary Alliance LLC acquired a new stake in shares of Prudential Financial during the fourth quarter worth about $41,000.
Finally, Fiduciary Alliance LLC acquired a new stake in Travelers Companies in the 4th quarter valued at $45,000.
Finally, Fiduciary Alliance LLC acquired a new stake in Verizon Communications during the second quarter worth approximately $33,000.