LFG
EDF

Larson Financial Group’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Larson Financial Group’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-104
Closed -$561 – 2446
2024
Q1 		$561 Buy
104
+4
+4% +$19 ﹤0.01% 1536
2023
Q4 		$431 Hold
100
– – ﹤0.01% 1588
2023
Q3 		$442 Hold
100
– – ﹤0.01% 1586
2023
Q2 		$451 Hold
100
– – ﹤0.01% 1447
2023
Q1 		$457 Hold
100
– – ﹤0.01% 1419
2022
Q4 		$416 Hold
100
– – ﹤0.01% 1386
2022
Q3 		$0 Hold
100
– – ﹤0.01% 1320
2022
Q2 		$0 Hold
100
– – ﹤0.01% 1211
2022
Q1 		$1K Hold
100
– – ﹤0.01% 962
2021
Q4 		$1K Buy
+100
New +$706 ﹤0.01% 1004

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's EDF Position: Q2 2024 in Review

Larson Financial Group sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2024, closing a stake of 104 shares — an estimated $561 sold.

Larson Financial Group first reported a position in EDF in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 31 funds tracked by Wall St. Rank hold EDF as of Q2 2024.

  • Larson Financial Group reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 104 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2024, an estimated $561.
  • Larson Financial Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2021 and held it in 10 quarters.
  • Larson Financial Group's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.