Chevy Chase Trust Holdings LLC modestly raised its investment in United Rentals, Inc. during the second quarter by 0.6%. The trust now owns 34,645 shares of the company’s stock after adding 203 shares, according to recent filings.
IFP Advisors Inc increased its stake in Fidelity Enhanced International ETF (FENI) by 14.0% during the second quarter, according to its latest SEC filing. The firm purchased an additional 2,503 shares, bringing its total to 20,418 and valuing the stake at $679,000.
Roberts Wealth Advisors LLC made a decisive move this second quarter by increasing its stake in JPMorgan Short Duration Core Plus ETF by 103.8%. This purchase of an additional 135,923 shares brings the total to 266,880 shares, making JSCP the firm’s fifth largest position.
Quent Capital LLC raised its stake in The Bank of New York Mellon Corporation by 12.1% during the second quarter, as revealed in its latest SEC filing. The investment firm purchased 480 additional shares, bringing its total to 4,447 and reflecting a growing commitment to the bank.
Baker Tilly Wealth Management LLC recently cut its stake in AbbVie Inc. by 3.5%, selling 169 shares in the second quarter. This downward adjustment, disclosed in the firm’s Form 13F filing, leaves the institutional investor with 4,602 shares.
Wesbanco Bank Inc. has scaled back its holdings in Stifel Financial Corporation by nearly 14%. Newly released figures show a reduction of 4,400 shares, signaling a strategic change in its investment approach.
