Newedge Advisors 13F annual report - 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


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Newedge Advisors 13F Annual Report - Wallmine

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

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$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

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

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$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

$488
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Advisors 13F Annual Report (2024) - Wallmine

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Advisors 13F annual report Advisors is an investment fund managing more than $488 billion ran by Robert Miller. There are currently 52 companies in Mr. Miller’s portfolio. The largest investments include Ishares Tr and Schwab Strategic Tr, together worth $444 billion.

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

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240 rows  · 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 …

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

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$3.9 trillion Assets Under Management (AUM) As of 22nd January 2024, Newedge Wealth’s top holding is 527,040 shares of Microsoft currently worth over $198 billion and making up

wallmine.com

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

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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. …

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

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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 …

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

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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

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

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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 …

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Advisory 13F Annual Report (2024) - Wallmine

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Advisory 13F annual report Advisory is an investment fund managing more than $556 billion ran by Steven Rife. There are currently 67 companies in Mr. Rife’s portfolio. The largest …

wallmine.com

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

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Pacific Edge Advisors 13F annual report ... As of 6th October 2021, Pacific Edge Advisors’s top holding is 1,515,990 shares of Schwab Strategic Tr currently worth over $122 million and …

wallmine.com

FAQs about Newedge Advisors 13F annual report - 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. ...

What is Newedge wealth's largest holding?

Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. Whalewisdom has at least 10 13F filings, and 2 13G filings ...

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