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NewEdge Advisors’s
Covenant Logistics
CVLG
Stock Holding History
NewEdge Advisors’s Portfolio
CVLG Stock Details
CVLG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-146
Closed
-$3.53K
–
4129
2025
Q2
$3.53K
Hold
146
–
–
﹤0.01%
3492
2025
Q1
$3.24K
Hold
146
–
–
﹤0.01%
3406
2024
Q4
$3.97K
Hold
146
–
–
﹤0.01%
3292
2024
Q3
$3.84K
Hold
146
–
–
﹤0.01%
3233
2024
Q2
$3.57K
Buy
146
+2
+1%
+$46
﹤0.01%
3186
2024
Q1
$3.35K
Sell
144
-192
-57%
-$4.6K
﹤0.01%
3270
2023
Q4
$7.75K
Sell
336
-11,784
-97%
-$252K
﹤0.01%
2961
2023
Q3
$266K
Buy
12,120
+11,994
+9,519%
+$290K
﹤0.01%
1489
2023
Q2
$2.76K
Buy
+126
New
+$2.43K
﹤0.01%
3002
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SAM
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$145B AUM
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$46.4B AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
CA
CSM Advisors
Warrendale, Pennsylvania
$4.07B AUM
29.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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