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Covestor Ltd Makes New Investment in Penguin Solutions, Inc. (NASDAQ:PENG)

MarketBeat

Covestor Ltd bought a new position in Penguin Solutions, Inc. (NASDAQ:PENG - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 13,413 shares of the company's stock, valued at approximately $233,00

NASDAQ:PENG
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Covestor Ltd Sells 168 Shares of First Citizens BancShares, Inc. (NASDAQ:FCNCA)

MarketBeat

Covestor Ltd lessened its holdings in First Citizens BancShares, Inc. (NASDAQ:FCNCA - Free Report) by 53.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 149 shares of the bank's stock after selling 168 shares during th

NASDAQ:FCNCA
Read Covestor Ltd Sells 168 Shares of First Citizens BancShares, Inc. (NASDAQ:FCNCA)
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Koa Wealth Management LLC Makes New Investment in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

MarketBeat

Koa Wealth Management LLC purchased a new position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,072 shares of the pharmaceutical company's st

NASDAQ:VRTX
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Koa Wealth Management LLC Sells 18,500 Shares of Rexford Industrial Realty, Inc. (NYSE:REXR)

MarketBeat

Koa Wealth Management LLC lessened its position in shares of Rexford Industrial Realty, Inc. (NYSE:REXR - Free Report) by 56.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,266 shares of the real estate

NYSE:REXR
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Surgery Partners, Inc. (NASDAQ:SGRY) Shares Acquired by Covestor Ltd

MarketBeat

Covestor Ltd raised its stake in Surgery Partners, Inc. (NASDAQ:SGRY - Free Report) by 490.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,005 shares of the company's stock after acquiring an additional

NASDAQ:SGRY
Read Surgery Partners, Inc. (NASDAQ:SGRY) Shares Acquired by Covestor Ltd
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Covestor Ltd Decreases Holdings in Telephone and Data Systems, Inc. (NYSE:TDS)

MarketBeat

Covestor Ltd trimmed its stake in shares of Telephone and Data Systems, Inc. (NYSE:TDS - Free Report) by 43.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,178 shares of the Wi

NYSE:TDS
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BridgeBio Pharma, Inc. (NASDAQ:BBIO) Shares Sold by Covestor Ltd

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NASDAQ:BBIO
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Covestor Ltd Acquires 1,844 Shares of Zscaler, Inc. (NASDAQ:ZS)

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NASDAQ:ZS
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Covestor Ltd Increases Holdings in Spotify Technology (NYSE:SPOT)

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NYSE:SPOT
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Covestor Ltd Sells 11,573 Shares of Kyndryl Holdings, Inc. (NYSE:KD)

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NYSE:KD
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Koa Wealth Management LLC Purchases New Shares in Fair Isaac Corporation (NYSE:FICO)

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NYSE:FICO
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Koa Wealth Management LLC Cuts Stake in CME Group Inc. (NASDAQ:CME)

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NASDAQ:CME
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Koa Wealth Management LLC Lowers Holdings in AstraZeneca PLC (NASDAQ:AZN)

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NASDAQ:AZN
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Blackstone Inc. (NYSE:BX) Shares Purchased by Koa Wealth Management LLC

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NYSE:BX
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Koa Wealth Management LLC Increases Stock Position in RH (NYSE:RH)

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NYSE:RH
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Koa Wealth Management LLC Has $2.46 Million Stock Holdings in Newmont Corporation (NYSE:NEM)

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NYSE:NEM
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Koa Wealth Management LLC Has $2.75 Million Holdings in Philip Morris International Inc. (NYSE:PM)

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NYSE:PM
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Koa Wealth Management LLC Has $3.26 Million Stake in Innovative Industrial Properties, Inc. (NYSE:IIPR)

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NYSE:IIPR
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Koa Wealth Management LLC Boosts Position in Constellation Brands Inc (NYSE:STZ)

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NYSE:STZ
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Koa Wealth Management LLC Sells 1,112 Shares of Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
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Danaher Corporation (NYSE:DHR) Shares Purchased by Koa Wealth Management LLC

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NYSE:DHR
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American Tower Corporation (NYSE:AMT) is Koa Wealth Management LLC's 7th Largest Position

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NYSE:AMT
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JPMorgan Chase & Co. Sells 214,990 Shares of Transdigm Group Incorporated (NYSE:TDG)

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NYSE:TDG
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JPMorgan Chase & Co. Boosts Stock Holdings in Ameriprise Financial, Inc. (NYSE:AMP)

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NYSE:AMP
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Yum! Brands, Inc. (NYSE:YUM) Holdings Decreased by JPMorgan Chase & Co.

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NYSE:YUM
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JPMorgan Chase & Co. Acquires 4,252,401 Shares of Howmet Aerospace Inc. (NYSE:HWM)

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NYSE:HWM
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JPMorgan Chase & Co. Has $3.39 Billion Stake in Fiserv, Inc. (NYSE:FI)

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NYSE:FI
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JPMorgan Chase & Co. Has $3.57 Billion Holdings in AutoZone, Inc. (NYSE:AZO)

MarketBeat
NYSE:AZO
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Otis Worldwide Corporation (NYSE:OTIS) Shares Acquired by JPMorgan Chase & Co.

MarketBeat
NYSE:OTIS
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Trane Technologies plc (NYSE:TT) Shares Purchased by JPMorgan Chase & Co.

MarketBeat
NYSE:TT
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