Benjamin F. Edwards & Company’s Calvert US Select Equity ETF CVSE Stock Holding History

Benjamin F. Edwards & Company’s Portfolio CVSE Stock Details CVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,389	Closed	-$770K	–	2139
2023 Q4	$770K	Buy	13,389 +12,894	+2,605%	+$688K	0.02%	546
2023 Q3	$25K	Buy	495 +260	+111%	+$14K	﹤0.01%	1204
2023 Q2	$13K	Buy	+235	New	+$12.1K	﹤0.01%	1361

Other funds holding CVSE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Benjamin F. Edwards & Company sold out of Calvert US Select Equity ETF (CVSE) in Q1 2024, closing a stake of 13,389 shares — an estimated $770K sold.

Benjamin F. Edwards & Company first reported a position in CVSE in Q2 2023 and held it in 3 quarters. The position peaked at $770K in Q4 2023. 3 funds tracked by Wall St. Rank hold CVSE as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining Calvert US Select Equity ETF position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 13,389 Calvert US Select Equity ETF shares in Q1 2024, an estimated $770K.
Benjamin F. Edwards & Company first reported a position in Calvert US Select Equity ETF in Q2 2023 and held it in 3 quarters.
Benjamin F. Edwards & Company's Calvert US Select Equity ETF position peaked at $770K in Q4 2023.
3 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q1 2024.

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