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Fulcrum Equity Management’s US Vegan Climate ETF VEGN Stock Holding History

Fulcrum Equity Management’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,760
Closed -$241K – 171
2020
Q2 		$241K Buy
+8,760
New +$224K 0.11% 129

Other funds holding VEGN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Axel Capital Management New York $47.4M AUM 2.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fulcrum Equity Management's VEGN Position: Q3 2020 in Review

Fulcrum Equity Management sold out of US Vegan Climate ETF (VEGN) in Q3 2020, closing a stake of 8,760 shares — an estimated $241K sold.

Fulcrum Equity Management first reported a position in VEGN in Q2 2020 and held it in 1 quarter. The position peaked at $241K in Q2 2020. 7 funds tracked by Wall St. Rank hold VEGN as of Q3 2020.

  • Fulcrum Equity Management reported no remaining US Vegan Climate ETF position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 8,760 US Vegan Climate ETF shares in Q3 2020, an estimated $241K.
  • Fulcrum Equity Management first reported a position in US Vegan Climate ETF in Q2 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's US Vegan Climate ETF position peaked at $241K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.