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NewEdge Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-3,443
Closed -$234K – 3843
2024
Q2 		$234K Buy
+3,443
New +$225K ﹤0.01% 1844

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 $71.6B AUM 21.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM

NewEdge Advisors's CVLC Position: Q3 2024 in Review

NewEdge Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q3 2024, closing a stake of 3,443 shares — an estimated $234K sold.

NewEdge Advisors first reported a position in CVLC in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 34 funds tracked by Wall St. Rank hold CVLC as of Q3 2024.

  • NewEdge Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 3,443 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2024, an estimated $234K.
  • NewEdge Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and held it in 1 quarter.
  • NewEdge Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $234K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.