At quarter end, the shares were valued at $5.7 million. The holding represented 1.6% of the fund's AUM. Clearwater Analytics delivers scalable SaaS solutions that streamline investment data management ...

Brian Lazorishak, Senior VP and Senior Portfolio Manager for Chase Investment Counsel discusses market and investment strategies and the future of interest rates.

Trust Investment Advisors increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 10,331 shares of the financial services ...

At quarter end, the shares were valued at $5.7 million. The holding represented 1.6% of the fund's AUM. NASDAQ:NVDA: $19.51 million (5.5% of AUM) NASDAQ:GOOGL: $18.81 million (5.3% of AUM) NYSE:CLS: ...