Newedge Advisors 13F annual report (2024) | wallmine

$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up

CouponFollow Extension

$11
OFF

Newedge Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up

wallmine.com

$10
OFF

Newedge Advisors 13F Annual Report (2024) – Wallmine.com

1 week from now

$10.5 trillion Assets Under Management (AUM) As of 6th February 2024, Newedge Advisors’s top holding is 1,993,283 shares of Apple Inc currently worth over $386 billion and makin

wallmine.com

3%
OFF

Newedge Wealth 13F Annual Report (2024) | Wallmine

1 week from now

As of 29th April 2024, Newedge Wealth’s top holding is 592,008 shares of Microsoft currently worth over $236 billion and making up 5.3% of the portfolio value. Relative to the number of …

wallmine.com

$746
OFF

Capital Investment Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Capital Investment Advisors closed its position in JPMorgan Chase & Co on 12th July 2024. It sold the previously owned 26,175 shares for $746 million. Holly Mallory also disclosed a …

wallmine.com

$7.92
OFF

Newedge Advisors 13F Annual Report (2023) – Wallmine.com

1 week from now

$7.92 trillion Assets Under Management (AUM) As of 5th May 2023, Newedge Advisors’s top holding is 1,635,634 shares of Apple Inc currently worth over $270 billion and making up

wallmine.com

$410
OFF

Riversedge Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$410 billion Assets Under Management (AUM) As of 19th July 2024, Riversedge Advisors’s top holding is 1,551,962 shares of Schwab Strategic Tr currently worth over $79.6 billion and …

wallmine.com

$8.15
OFF

Burgundy Asset Management 13F Annual Report (2024) | Wallmine

1 week from now

Burgundy Asset Management 13F annual report. Burgundy Asset Management is an investment fund managing more than $8.15 trillion ran by Karen Mintz. There are currently 99 companies …

wallmine.com

$475
OFF

Edge Wealth Management 13F Annual Report (2024) | Wallmine

1 week from now

80 rows · Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $475 billion ran by Matthew Weinberg. There are …

wallmine.com

1%
OFF

Tower Bridge Advisors 13F Annual Report (2024) | Wallmine IN

1 week from now

As of 17th July 2024, Tower Bridge Advisors’s top holding is 163,943 shares of Microsoft currently worth over $73.3 billion and making up 8.1% of the portfolio value. Relative to the number of …

wallmine.com

$2.39
OFF

Park Edge Advisors 13F Annual Report (2024) - Wallmine

1 week from now

Park Edge Advisors closed its position in Ishares Tr on 26th July 2024. It sold the previously owned 95,661 shares for $2.39 billion. Richard Lowrie also disclosed a decreased stake in …

wallmine.com

3%
OFF

Ark Investment Management 13F Annual Report (2024) | Wallmine

1 week from now

As of 19th July 2024, Ark Investment Management’s top holding is 5,314,395 shares of Tesla Inc currently worth over $1.05 trillion and making up 9.3% of the portfolio value. Relative to the …

wallmine.com

$89
OFF

Tcw Group Inc 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Tcw Group Inc revealed that it had opened a new position in Gartner and bought 199,062 shares worth $89.8 billion. This means they effectively own approximately …

wallmine.com

$4.45
OFF

Newedge Wealth 13F Annual Report (2024) | Wallmine GB

1 week from now

Newedge Wealth 13F annual report Newedge Wealth is an investment fund managing more than $4.45 trillion ran by Kyle Smith. There are currently 640 companies in Mrs. Smith’s portfolio. …

wallmine.com

$309
OFF

Hudson Bay Capital Management L.P. 13F Annual Report (2024)

1 week from now

Hudson Bay Capital Management L.P. closed its position in Pioneer Nat Res Co on 14th August 2024. It sold the previously owned 1,178,918 shares for $309 billion. Scott Black also …

wallmine.com

$5
OFF

Pacific Edge Advisors 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Pacific Edge Advisors revealed that it had opened a new position in Ishares Tr and bought 50,000 shares worth $5 million . The investment fund also strengthened …

wallmine.com

$1.23
OFF

New Century 13F Annual Report (2024) - Wallmine

1 week from now

Recent trades. In the most recent 13F filing, New Century revealed that it had opened a new position in AES and bought 68,871 shares worth $1.23 billion. This means they effectively own …

wallmine.com

FAQs about Newedge Advisors 13F annual report (2024) | wallmine Coupon?

Where is Newedge wealth based?

Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1375 clients and discretionary assets under management (AUM) of $4,401,318,582 (Form ADV from 2023-04-01). Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. ...

What is Newedge wealth's 13F holding?

Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. ...