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NewEdge Advisors’s Financial Institutions FISI Stock Holding History

NewEdge Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,124
Closed -$234K – 3529
2023
Q1 		$234K Buy
12,124
+7,607
+168% +$178K ﹤0.01% 1476
2022
Q4 		$110K Buy
+4,517
New +$111K ﹤0.01% 1407

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's FISI Position: Q2 2023 in Review

NewEdge Advisors sold out of Financial Institutions (FISI) in Q2 2023, closing a stake of 12,124 shares — an estimated $234K sold.

NewEdge Advisors first reported a position in FISI in Q4 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2023. 103 funds tracked by Wall St. Rank hold FISI as of Q2 2023.

  • NewEdge Advisors reported no remaining Financial Institutions position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 12,124 Financial Institutions shares in Q2 2023, an estimated $234K.
  • NewEdge Advisors first reported a position in Financial Institutions in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Financial Institutions position peaked at $234K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.