NA
LCG

NewEdge Advisors’s Sterling Capital Focus Equity ETF LCG Stock Holding History

NewEdge Advisors’s Portfolio LCG Stock Details LCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-750
Closed -$14.9K – 3835
2022
Q4 		$14.9K Buy
+750
New +$15K ﹤0.01% 2227

Other funds holding LCG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's LCG Position: Q1 2023 in Review

NewEdge Advisors sold out of Sterling Capital Focus Equity ETF (LCG) in Q1 2023, closing a stake of 750 shares — an estimated $14.9K sold.

NewEdge Advisors first reported a position in LCG in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 11 funds tracked by Wall St. Rank hold LCG as of Q1 2023.

  • NewEdge Advisors reported no remaining Sterling Capital Focus Equity ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 750 Sterling Capital Focus Equity ETF shares in Q1 2023, an estimated $14.9K.
  • NewEdge Advisors first reported a position in Sterling Capital Focus Equity ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Sterling Capital Focus Equity ETF position peaked at $14.9K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.