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Benjamin F. Edwards & Company’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Benjamin F. Edwards & Company’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,170
Closed -$249K – 2138
2023
Q4 		$249K Buy
4,170
+3,970
+1,985% +$220K 0.01% 801
2023
Q3 		$11K Hold
200
– – ﹤0.01% 1359
2023
Q2 		$11K Buy
+200
New +$10.4K ﹤0.01% 1387

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Benjamin F. Edwards & Company's CVLC Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2024, closing a stake of 4,170 shares — an estimated $249K sold.

Benjamin F. Edwards & Company first reported a position in CVLC in Q2 2023 and held it in 3 quarters. The position peaked at $249K in Q4 2023. 18 funds tracked by Wall St. Rank hold CVLC as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 4,170 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2024, an estimated $249K.
  • Benjamin F. Edwards & Company first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2023 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Calvert US Large-Cap Core Responsible Index ETF position peaked at $249K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.